Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sien? Claim Your ProfileSien Chen is an investment advisor representative with Syon Capital LLC, based in San Francisco, California. Sien Chen has been in the industry since March 2009. Previously, Sien Chen was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sien Chen holds the Series 66, Series 7 and SIE licenses. Sien Chen specializes in portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/16/2022 - Present
Syon Capital LLC (SAN FRANCISCO CA)
CA
03/12/2009 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 03/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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