Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeenchen? Claim Your ProfileJeenchen Chen is an Investment Advisor Representative with Avantax Advisory Services. Jeenchen is a financial professional with a strong academic background and experience in the healthcare industry. Jeenchen has a passion for helping individuals and families achieve their financial goals. Jeenchen is registered to provide investment advice in California and Texas. Jeenchen holds a Series 63 and Series 65 license, as well as the Series 6TO and SIE certifications. Jeenchen is committed to providing personalized financial advice and guidance to her clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/29/2024 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 07/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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