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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jinsong? Claim Your ProfileJinsong Chen is a financial advisor with over 28 years of experience in the industry. Jinsong is currently registered with Osaic Wealth, Inc. and is licensed in Delaware, New Jersey, and Pennsylvania. Jinsong specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. Jinsong was previously affiliated with Woodbury Financial Services, Inc., Capital Analysts, Incorporated, and Cambridge Investment Research, Inc. Jinsong is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
1
2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (OAKS PA)
PA
01/04/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKS PA)
PA
01/04/2006 - 12/31/2006
CAPITAL ANALYSTS, INCORPORATED (OAKS PA)
PA
01/02/2001 - 12/31/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (OAKS PA)
NY
03/09/1995 - 01/17/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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