Unclaimed
Wei Chen is a registered representative with J.p. Morgan Securities LLC. Wei is registered in Florida and is currently working at the branch office located in New York, NY. Wei is licensed to sell a variety of investment products, including variable contracts, and has passed the Series 6TO and SIE exams. Wei has been in the industry since July 2024.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
07/23/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 07/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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