Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yong? Claim Your ProfileYong Chen is an investment advisor representative with Eagle Strategies LLC based in BROOKLYN, NY. Yong has been in the industry since 1997 and has experience with various financial products. Yong is a registered investment advisor in New York. Yong Chen also has experience with the firm METLIFE SECURITIES INC. This information has been compiled by the SEC. The information in this profile is not an endorsement of Yong Chen or the firm.
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.
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2
NY
08/03/2021 - Present
Eagle Strategies LLC (BROOKLYN NY)
NY
06/04/1997 - 12/13/2006
METLIFE SECURITIES INC. (BROOKLYN NY)
NY
06/04/1997 - 12/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)
BOTH
Issued 5/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/2/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 8/1/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 6/2/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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