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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jia ling? Claim Your ProfileJia ling Chen is an active investment advisor representative registered with FINRA and several states, including New York, Connecticut, New Jersey, and Texas. Jia ling Chen is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since August 2019. Jia ling Chen is qualified to provide investment advice to a wide range of clients including high-net-worth individuals, corporations, and pension plans. Jia ling Chen offers a variety of services, including investment advice, portfolio management, and research reports. Jia ling Chen is committed to providing her clients with personalized service and the highest level of investment expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/04/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 09/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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