Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Lingfeng Chen is a financial advisor with MML Investors Services, LLC, located in LAKE OSWEGO, OR. Stanley Lingfeng Chen has been in the financial services industry since 2013. Stanley Lingfeng Chen has been registered with MML Investors Services, LLC since 2020. Stanley Lingfeng Chen holds the Series 6, 7, and 66 securities licenses and is also a Certified Financial Planner. Stanley Lingfeng Chen has previously worked for NYLIFE SECURITIES LLC and MASSMUTUAL LIFE INSURANCE COMPANY. Stanley Lingfeng Chen also has ownership in a number of other companies, including CHEN & ASSOCIATES INSURANCE SERVICES, LLC, CHEN & ASSOCIATE PROPERTIES, LLC, and CHEN & ASSOCIATES MORTGAGE TEAM.
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
OR
04/16/2020 - Present
MML Investors Services, LLC (LAKE OSWEGO OR)
OR
05/27/2013 - 09/11/2017
NYLIFE SECURITIES LLC (PORTLAND OR)
BOTH
Issued 09/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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