SINGLE MEMBER

Theresa Chen

Contact me

 

  (123) 456-7890

 

  info@example.com

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“I believe there are too many head nodders in the world. Have a view, be brave and let it be heard. Most of all, what you believe in and give everything your best”

 

I have a lot of experience with different clients. The first thing you should know is that everyone fails! We are all human beings. Don’t forget about that.

 

Every client of mine has guarantees that his or her business will succeed. Of course, it depends on a client. But every person has something to grab for.

 

Experience

 

  • 17 years of experience
  • Dual-Licensed (Investment Advisor and Broker)

 

 

Education

 

  • Limited Representative – Investment Banking
  • Master of Science in Investments
  • Uniform Investment Advisor Law Examination
  • Interest Rate Options Representative
  • Futures Managed Funds Examination

 

 

Professional Awards

 

  • 2015 Top Advisor Rankings by State
  • 2014 Top 100 Financial Advisors

 

 

Services

 

  • Investment Management
  • Portfolio management for individuals
  • Securities Portfolio Management
  • Other Advisory Services