Unclaimed
Xiu Ping Chen is a financial professional with over 20 years of experience in the financial services industry. Xiu Ping is currently registered with MML Investors Services, LLC. Previously, Xiu Ping worked for MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Xiu Ping holds Series 6 and SIE licenses and specializes in providing financial planning and investment advisory services to individuals, corporations, and trusts.
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
NY
03/25/2017 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
08/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
08/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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