Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Chi-tseng Chen is a financial advisor with Raymond James Financial Services Advisors, Inc. located in San Francisco, California. Peter has been in the financial services industry since February 9, 1995. Peter is also a registered representative with Raymond James Financial Services, Inc. and holds licenses in multiple states. In addition to his work with Raymond James, Peter is also involved in the community, serving as a board member for Hearing Research Inc. Prior to joining Raymond James, Peter worked at Morgan Stanley and Charles Schwab & Co., Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
11/06/2017 - Present
Raymond James Financial Services Advisors, Inc. (SAN FRANCISCO CA)
CA
06/06/2011 - 03/11/2014
MORGAN STANLEY (SAN FRANCISCO CA)
CA
02/10/1995 - 06/20/2011
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 01/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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