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Christine Shen

Ace Wealth Management LLC

Ft Myers, FL

Fort Myers, FL

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Current Employers
Ace Wealth Management Llc

Ft Myers, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-22
  • FL RA
    APPROVED
    Since 2023-08-22

Branch Locations

Ft Myers, FL • United States

Fort Myers, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Colorado Springs CO 04/2012 Present
Ace Wealth Management, Llc Fort Myers FL 06/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-27
  • S65 Uniform Investment Adviser Law Examination
    2021-09-27

View on SEC IAPD

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