Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ting? Claim Your ProfileTing Kuo Chen is a financial advisor with over 28 years of experience in the industry. Ting Kuo Chen is currently registered with TKC Wealth Management LLC in Dallas, TX. Ting Kuo Chen has experience in providing financial services to individuals and businesses. Ting Kuo Chen's previous employers include Richfield Orion International, Inc., Welborn Capital LLC, Chase Investment Services Corp., Comerica Securities and FIMCO Securities Group, Inc. Ting Kuo Chen holds the Series 6, Series 7, Series 63 and Series 65 licenses, as well as the SIE. Ting Kuo Chen also has the Certified Financial Planner designation.
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.
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.
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.
1
2
TX
01/19/2012 - Present
TKC Wealth Management LLC (DALLAS TX)
TX
03/03/2015 - 11/15/2017
RICHFIELD ORION INTERNATIONAL, INC. (Dallas TX)
TX
01/07/2015 - 02/02/2015
WELBORN CAPITAL LLC (Dallas TX)
TX
05/10/2013 - 09/05/2014
RICHFIELD ORION INTERNATIONAL, INC. (DALLAS TX)
TX
04/03/2001 - 06/10/2011
CHASE INVESTMENT SERVICES CORP. (RICHARDSON TX)
MI
01/01/1995 - 03/27/2001
COMERICA SECURITIES (DETROIT MI)
WI
02/23/1994 - 12/31/1995
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NA
08/31/1994 - 01/01/1995
COMERICA FINANCIAL SERVICES, INC.
IA
Issued 01/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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