Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cheng Chen chih is an active investment advisor representative with Fidelity Personal and Workplace Advisors. Jason has been in the industry for over 18 years and holds several licenses and certifications, including Series 7, 9, 10, 63 and 66. Jason has previously worked at Charles Schwab & Co., Inc. and E*TRADE SECURITIES LLC. Jason specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
02/16/2006 - 08/28/2013
CHARLES SCHWAB & CO., INC. (CAMPBELL CA)
NJ
07/12/2004 - 02/28/2006
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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