Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Zitao Chen is a financial professional with extensive experience in the securities industry. Currently registered with HSBC Securities (USA) Inc. in Irvine, California, Terrance has a strong understanding of investment strategies and a commitment to providing exceptional client service. Terrance has a proven track record of success in assisting clients with their financial goals. With a focus on providing personalized financial guidance, Terrance strives to help clients achieve their financial objectives and build a secure future. Terrance is dedicated to building long-term relationships with clients and providing them with the support and expertise they need to navigate the complexities of the financial markets.
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.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
09/20/2023 - Present
Hsbc Securities (usa) Inc. (IRVINE CA)
CA
11/29/2022 - 09/07/2023
CETERA INVESTMENT SERVICES LLC (SAN GABRIEL CA)
CA
08/28/2020 - 04/14/2021
HSBC SECURITIES (USA) INC. (ALHAMBRA CA)
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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