Annie Chen

  • Registered Representative
    CA Insurance License: #151275

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

Qualifications and Personal
• Has been in the financial services industry for over 14 years
• Licensed to offer Life Accident and Health
• Hold the Series 6 and 63 securities registrations
• Member of the Million Dollar Round Table (MDRT)
• Member of the National Association of Insurance and Financial Advisors (NAIFA)
• Resides in Clinton Ridgewood, NJ with her two daughters.
• In her spare time, Annie enjoyys reading and traveling

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ

Check the background of this registered representative on FINRA’s BrokerCheck 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700