Selena Chen
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Jan 2025 to now
- Charles Schwab Bank, SsbJan 2025 to now
- CitibankAug 2023 to Dec 2024
- Exp RealtyNov 2022 to Aug 2023
- UnemployedJun 2022 to Oct 2022
- UmekenNov 2020 to May 2021
- UnemployedMar 2020 to Oct 2020
- California State University of Long BeachOct 2018 to Feb 2020
- Full Time EducationAug 2018 to May 2022
- Full Time EducationAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8021833
- Firm CRD
- 5393