Ye Chen (CRD# 7131302) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Securities LLC | Charlotte, NC | Nov 2023 - Current | < 1 |
| Ally Invest Advisors | Charlotte, NC | Nov 2023 - Current | < 1 |
| Ally Invest Securities LLC | Charlotte, NC | Jul 2021 - Nov 2023 | 2 |
| Ally Invest Advisors | Charlotte, NC | Jul 2021 - Nov 2023 | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2019 - Jun 2021 | 2 |
| Arizona State University | Tempe, AZ | Jan 2018 - May 2019 | 1 |
| Arizona State University | Tempe, AZ | Aug 2017 - May 2019 | 1 |
| International Rescue Committee | Phoenix, AZ | Oct 2018 - Feb 2019 | < 1 |
| Arizona State University | Tempe, AZ | Oct 2017 - Jan 2018 | < 1 |
| Unemployed | Yueyang, | Jun 2017 - Aug 2017 | < 1 |
| Hunan University | Changsha, | Aug 2016 - Jun 2017 | < 1 |
| Kinetic Education | Guangzhou, | Jun 2016 - Aug 2016 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2015 - Jun 2016 | < 1 |
| Arizona State University | Tempe, AZ | Feb 2016 - May 2016 | < 1 |
| Bonfire Education | Changsha, | Nov 2014 - Aug 2015 | < 1 |
| Hunan University | Changsha, | Sep 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- HI
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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