linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Isabella Hanxi Chen

Liontree Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Isabella? Claim Your Profile

About Isabella Hanxi Chen

Isabella Hanxi Chen is a registered representative with Liontree Advisors LLC. Isabella has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79TO) and is currently registered with FINRA. Isabella began her career in the financial services industry on August 1, 2024.

Firm Information

Isabella Chen is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Isabella Chen’s Registration & Firm History

CA

08/02/2024 - Present

Liontree Advisors LLC (San Francisco CA)

Not sure if Isabella Hanxi Chen is right for you?

Licenses & Designations

BC

Issued 08/01/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/01/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabella Hanxi Chen.
Not sure if Isabella Hanxi Chen is right for you?