ADVISOR BIO

Chia-hsin J. Chen is a financial advisor who has been working in the industry since 2005. Chia-hsin has worked for Morgan Stanley DW Inc. and is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Chia-hsin has passed the Series 7, Series 31, Series 66 and SIE exams. Chia-hsin is registered with the state of California, Texas, and 15 other states. Chia-hsin holds registrations for both Broker/Dealer and Investment Advisor. Chia-hsin is a specialist in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Chiahua Hsu is a financial professional with over 13 years of experience in the securities industry. Chiahua has a Series 7, Series 63 and Series 66 licenses. Chiahua currently works for Citigroup Global Markets Inc., and has also held roles at J.P. Morgan Securities LLC, Cetera Investment Services LLC, BancWest Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chiahua provides a range of services to clients, including portfolio management for businesses and individuals, financial planning, security ratings, and asset allocation advice.

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ADVISOR BIO

Chiahwei Christine Ku is a registered investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Pasadena, California. Chiahwei has been in the securities industry since 2006 and has passed a number of exams, including the Series 6, 7TO, 63, and 65. Chiahwei has also been employed by Citigroup Global Markets Inc. and CitiCorp Investment Services.

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ADVISOR BIO

Chia ling cherene Wong is a financial advisor at Ameriprise Financial Services, LLC, located in San Jose, CA. Chia ling cherene has been in the financial services industry since May 2002 and is registered with both FINRA and the state of California. Prior to joining Ameriprise, Chia ling cherene was an advisor with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Chia ling cherene is a Series 6, 7, 63, and 66 licensed advisor and has a SIE designation. Chia ling cherene specializes in providing financial advice to individuals, families, and businesses. She provides a wide range of services, including financial planning, asset allocation, retirement planning, and college savings planning. Chia ling cherene has a strong commitment to helping her clients achieve their financial goals.

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ADVISOR BIO

Chiaoting Tina Yang is a financial advisor with Equitable Advisors, LLC. Chiaoting has been working in the financial services industry since 2014 and is registered to provide investment advice in California, Colorado, Illinois, Kansas, and Michigan. Chiaoting is also a registered representative of Equitable Advisors, LLC and has a Series 7, 6, 63, and 65 licenses.

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ADVISOR BIO

Laura Lin is a financial advisor with Avantax Advisory Services, a firm that provides financial services for individuals, businesses, and institutions. Laura is registered with the state of California and has been in the industry since 2017. Laura holds Series 66, Series 7, and SIE licenses, and she specializes in financial planning, pension consulting, and portfolio management. Prior to joining Avantax Advisory Services, Laura worked at 1st Global Capital Corp. and 1st Global Advisors, Inc. Laura is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Chiayu Lin is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Palo Alto, California. Chiayu has been in the financial services industry for several years and has a strong track record of success. Chiayu holds a Series 7TO, Series 63 and Series 66 license. She is also registered with the states of Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Chiayu is passionate about helping her clients achieve their financial goals. She works closely with clients to understand their individual needs and objectives. Chiayu then develops a personalized financial plan that is designed to help them reach their goals. Chiayu is committed to providing her clients with the highest level of service and support.

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ADVISOR BIO

Chicheng Luo is an investment advisor representative with LPL Financial LLC, registered in the state of California. Chicheng has been in the industry since 2017 and holds the Series 7, Series 66, and SIE exams. Chicheng is also registered as an investment advisor representative in California. Chicheng specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. In addition to working with LPL Financial, Chicheng also works with Pearl Wealth Management LLC, a DBA for LPL business.

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ADVISOR BIO

Chiehru Cheng is a licensed securities professional, registered with J.p. Morgan Securities LLC in Torrance, California. Chiehru Cheng has been active in the financial services industry since 2019. Chiehru Cheng is also registered with the state of California. The firm has a strong track record in providing investment advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. J.p. Morgan Securities LLC is a large firm with a long history of providing investment advice and services to a variety of clients.

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ADVISOR BIO

Chien Nguyen is an investment advisor with Wells Fargo Clearing Services, LLC, based in Newport Beach, CA. Chien Nguyen has been working in the financial services industry since 1998. Chien Nguyen is licensed to provide investment advisory services in Arizona, California, Colorado, Florida, Georgia, Maryland, Missouri, Nevada, Texas, Washington, and Wisconsin. Chien Nguyen also holds Series 7, Series 63, Series 65, and SIE licenses. Before joining Wells Fargo Clearing Services, LLC, Chien Nguyen was affiliated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, WM FINANCIAL SERVICES, INC., and WELLS FARGO SECURITIES INC.

SPECIALIZATIONS