Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chen is a financial professional with over 4 years of experience in the industry. Michael is currently registered with Citigroup Global Markets Inc. and has previously worked with DEUTSCHE BANK SECURITIES INC. Michael is a Series 63, Series 24, Series 79, and SIE licensed professional and holds active registrations in all 50 states, District of Columbia, Puerto Rico, and the Virgin Islands. Michael specializes in a variety of financial products and services, including Asset Allocation Advice, Security Ratings, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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.
Asset allocation advice
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
NY
08/14/2017 - Present
Citigroup Global Markets Inc. (New York NY)
NY
07/29/2013 - 07/03/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Chen is the right advisor for you? Invested Better is here to help.
