Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Zheng Chen is a financial professional with experience in the financial services industry. Jenny has held various positions at firms such as I-Bankers Securities, Inc., I-Bankers Direct, LLC, and Hold Brothers On-Line Investment Services L.L.C. Jenny has a wide range of knowledge and expertise, having passed exams in areas such as General Securities Representative, Limited Representative-Equity Trader, Securities Industry Essentials, Operations Professional, Uniform Securities Agent State Law, and Uniform Investment Adviser Law. Currently, Jenny is registered with I-Bankers Securities, Inc. in Fairfield, CT.
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.
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.
1
2
CT
01/10/2022 - Present
I-Bankers Securities, Inc. (Fairfield CT)
FL
01/10/2022 - 06/11/2024
I-BANKERS DIRECT, LLC (BOCA RATON FL)
NY
11/25/2009 - 08/30/2010
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
BC
Issued 01/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2022
Series 99TO - Operations Professional Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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