Kinnie Jian Chen

Current Employers

Employment History

• 05/2018 → 08/2023
  Securian Financial Servicies Inc.
  St. Paul, MN
• 05/2018 → Present
  Tax And Financial Group
  Newport Beach, CA
• 05/2015 → 05/2018
  Synear Foods Usa Llc
  Chatsworth, CA
• 09/2021 → Present
  Business Valuation
  Newport Beach, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Newport Beach, CA
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) BUSINESS VALUATION POSITION: Consultant NATURE: Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 4001 MacArthur Blvd, 300, Newport Beach CA 92660, United States DESCRIPTION: Prepare a business valuation for Regency General Contractors, Inc. 2) NAME OF OTHER BUSINESS: TAX & FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2019-06-24

Designations

Other Names

• Jian Chen