Unclaimed Profile

Ye Chen

ZINVEST FINANCIAL SERVICE LLC·ANAHEIM, California

ZINVEST FINANCIAL SERVICE LLC

2400 EAST KATELLA AVE., ANAHEIM, CA 92806CRD# 5944979Firm CRD# 297563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ye Chen · ANAHEIM, CA

Registration

CRD #5944979 · ZINVEST FINANCIAL SERVICE LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Ye Chen is a registered financial advisor based in ANAHEIM, California, affiliated with ZINVEST FINANCIAL SERVICE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ZINVEST FINANCIAL SERVICE LLC

AUM

$24M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZINVEST FINANCIAL SERVICE LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5944979

Firm CRD# 297563

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ye Chen offer?

Ye Chen specializes in Investment Management. Contact their office in ANAHEIM, California for a consultation.

What are Ye Chen's credentials?

Ye Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ye Chen located?

Ye Chen is based in ANAHEIM, California, working with ZINVEST FINANCIAL SERVICE LLC. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Ye Chen charge for services?

Ye Chen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZINVEST FINANCIAL SERVICE LLC?

ZINVEST FINANCIAL SERVICE LLC has approximately 3 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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