Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenning? Claim Your ProfileJenning Chenyin Chen is an active advisor registered with both FINRA and the state of California. Jenning has over 18 years of experience in the financial services industry and has held positions at multiple firms including Ameritas Investment Corp, MetLife Securities Inc, and Equity Services, Inc. Currently, Jenning is an advisor at Ameritas Advisory Services, LLC and is registered to provide investment advice in California. Jenning Chenyin Chen holds the Series 63 and Series 66 licenses as well as the Series 7 and SIE exams.
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.
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
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (BREA CA)
CA
07/12/2017 - 05/03/2018
EQUITY SERVICES, INC. (ALHAMBRA CA)
CA
01/11/2013 - 07/27/2017
AMERITAS INVESTMENT CORP. (ALHAMBRA CA)
CA
01/21/2005 - 01/24/2013
METLIFE SECURITIES INC. (CITY OF INDUSTRY CA)
CA
01/21/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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