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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelvin? Claim Your ProfileKelvin L. Chen is a financial advisor in LIVONIA, MI. Kelvin Chen has been in the industry since June 14, 1981. Kelvin Chen is currently registered with Cambridge Investment Research Advisors, Inc.. Kelvin Chen is licensed to provide advisory services in Alabama, Arizona, Florida, Michigan, Minnesota, New Jersey, Ohio, Texas, Virginia and Wisconsin. Kelvin Chen is also a Certified Financial Planner. Kelvin Chen's other business activities include musician, self-employed, Independence Investment Associates & Services, Inc., Cambridge Investment Research Advisors, Inc. and Kiwanis Club of Colonial Plymouth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (LIVONIA MI)
MI
01/01/2004 - 09/02/2008
MULTI-FINANCIAL SECURITIES CORPORATION (LIVONIA MI)
OH
05/17/1993 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
08/23/1984 - 05/18/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
06/01/1981 - 08/08/1984
FIRST INVESTORS CORPORATION
BC
Issued 08/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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