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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minhua? Claim Your ProfileMinhua Chen is a financial advisor with Eagle Strategies LLC in Flushing, New York. Minhua has been working in the securities industry since 2001. Minhua is registered with FINRA and the state of New York, and has earned the Series 6, 7, 26, and 63 licenses, as well as the SIE exam. Minhua holds the designation of Chartered Financial Consultant. Minhua specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, and businesses. Minhua previously worked for METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
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2
NY
12/06/2023 - Present
Eagle Strategies LLC (Flushing NY)
NY
01/12/2001 - 02/29/2008
METLIFE SECURITIES INC. (FLUSHING NY)
NJ
01/12/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EDISON NJ)
BC
Issued 3/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 1/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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