Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weiping? Claim Your ProfileWeiping Chen is a financial advisor registered with MML Investors Services, LLC. Weiping has been in the industry since 2007 and has experience working with individuals, businesses, and institutional clients. Weiping is a Certified Financial Planner and holds Series 7, Series 66, and SIE licenses. Weiping is a strong advocate for clients and provides financial planning, portfolio management, and asset allocation services. Weiping is also an owner of CWP Wealth Solutions, a financial and insurance services firm. Weiping has experience working with clients at UBS Financial Services Inc. and MSI Financial Services, Inc.
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
CA
06/06/2024 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
05/13/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/19/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Weiping Chen is the right advisor for you? Invested Better is here to help.
