Herbert Chen is a registered investment advisor, based in Columbus, OH, with 12 years of industry experience.
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Herbert is a business owner of Chen Wealth Services, LLC, dedicating the majority of his time to it. He also has several real estate and private equity investments, serves on the Riverside Methodist Hospital Development Board, and is a board member and treasurer for Signature Place Condo Board.
Employment History
Current Registrations
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Oneseven
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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