Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sai? Claim Your ProfileSai J. Chen is a financial professional with over 15 years of experience in the industry. Sai J. Chen is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Previously, Sai J. Chen worked with MSI Financial Services, INC. and Metropolitan Life Insurance Company. Sai J. Chen holds a Series 6 and a Securities Industry Essentials Examination license. Sai J. Chen specializes in providing a wide range of financial services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for both businesses and 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
03/05/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
03/05/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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