Wen Chen

Finance

Consumer Services

Profile

Wen Hua Chen worked as a Principal at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2017 to 2018, and as a Portfolio Analyst at Sound Income Strategies LLC from 2020 to 2021.
Chen graduated with an undergraduate degree from Mississippi State University in 2016 and a graduate degree from Florida State University in 2020.

Former positions of Wen Chen

Companies	Position	End
Sound Income Strategies LLC Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds.	Analyst-Equity	2021-10-31
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	2018-10-31

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Training of Wen Chen

Florida State University	Graduate Degree
Mississippi State University	Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Executives

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Linked companies

Private companies	2
Sound Income Strategies LLC Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance