Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiajia? Claim Your ProfileJiajia Shen is a financial advisor in Diamond Bar, CA. She has been working in the industry since 2021 and is currently registered with Charles Schwab & CO., Inc. Jiajia Shen holds the Series 66, Series 7TO, and SIE licenses. Jiajia Shen has experience providing financial planning services. Her experience includes positions with Charles Schwab & CO., Inc. and Charles Schwab Bank, SSB.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/09/2021 - Present
Charles Schwab & CO., Inc. (Arcadia CA)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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