Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Chen is a financial advisor in San Francisco, California. Shawn has been in the financial services industry since December 16, 2011. Shawn currently works for Centerview Partners LLC. Previously, Shawn worked for J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC. Shawn has passed the Series 7, 79, 63, SIE exams. Shawn is licensed in California.
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.
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.
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CA
11/16/2018 - Present
Centerview Partners LLC (SAN FRANCISCO CA)
CA
11/20/2014 - 11/13/2018
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
08/14/2008 - 07/20/2011
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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