Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yaohsing? Claim Your ProfileYaohsing Chen is a financial professional with over 20 years of experience in the financial services industry. Yaohsing is currently registered with Packerland Brokerage Services, Inc. and has a strong track record of providing financial advice and guidance to clients. Yaohsing has a broad range of experience and is able to help clients with their financial planning, investment management, and retirement planning needs. In addition to working with individuals, Yaohsing also serves as an advisor to businesses and charitable organizations. Yaohsing's previous experience includes working with Foresters Equity Services, Inc., Dolphin Securities, Inc., Quest Capital Strategies, Inc., AXA Advisors, LLC, MONY Securities Corporation, Signator Investors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/12/2018 - Present
Packerland Brokerage Services, Inc. (City of Industry CA)
CA
10/01/2009 - 10/12/2018
FORESTERS EQUITY SERVICES, INC. (CITY OF INDUSTRY CA)
CA
06/10/2008 - 09/24/2009
DOLPHIN SECURITIES, INC. (EL MONTE CA)
CA
01/18/2007 - 06/13/2008
QUEST CAPITAL STRATEGIES, INC. (EL MONTE CA)
CA
07/29/2004 - 11/03/2006
AXA ADVISORS, LLC (CITY OF INDUSTRY CA)
NY
11/15/2000 - 08/17/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
08/21/2000 - 11/24/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/07/2000 - 07/24/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/07/2000 - 07/24/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yaohsing Chen is the right advisor for you? Invested Better is here to help.
