Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsunghsin? Claim Your ProfileTsunghsin Chen is a financial advisor with Allstate Financial Advisors, LLC. Tsunghsin is registered with the state of California and has been in the industry since 2003. Tsunghsin has a wide range of experience in the financial services industry, having worked with Cetera Investment Services LLC, LPL Financial LLC, and Uvest Financial Services Group, Inc. Tsunghsin is also a co-owner of a rental property. Tsunghsin Chen is committed to providing clients with personalized financial advice and guidance.
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.
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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.
Third party advisory fees
1
2
CA
09/30/2021 - Present
Allstate Financial Advisors, LLC (San Diego CA)
CA
09/25/2017 - 08/10/2021
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/06/2006 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
09/14/2004 - 10/06/2006
UVEST FINANCIAL SERVICES GROUP, INC. (SAN DIEGO CA)
MN
09/15/2003 - 02/13/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 10/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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