Hongze ChenCRD Number: 3095555
Current Firm: Msi Financial Services, Inc.
Hongze Chen (CRD# 3095555) is an Investment Advisor Representative working at Msi Financial Services, Inc. in San Jose, CA and has over 19 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Metropolitan Life Insurance Company||Cupertino, CA||Jan 1999 - Current||19|
|Metlife Securities Inc.||Cupertino, CA||Jan 1999 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2001|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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