Selena Chen

Financial advisor at Charles Schwab & Co., Inc. · Arcadia, CA

Last updated 2026-10-10

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Selena Chen is a financial advisor at Charles Schwab & Co., Inc. in Arcadia, CA, CRD 8021833. Licenses and exams on the registration: Series 66. IAPD registration began 2025-09-08.

Registration

CRD number
8021833
Registration status
Active
IAPD registration
2025-09-08
Industry Experience
1 year
Work Experience
12 years
States registered
CA

Licenses and exams

  • Series 66

Work history

  • 2023-08 to 2024-12 · Citibank · Monterey Park, CA
  • 2022-11 to 2023-08 · Exp Realty · Alhambra, CA
  • 2020-11 to 2021-05 · Umeken · Cerritos, CA
  • 2018-10 to 2020-02 · California State University of Long Beach · Long Beach, CA
  • 2018-08 to 2022-05 · Full Time Education · Long Beach, CA
  • 2020-03 to 2020-10 · Unemployed · N/a, CA
  • 2022-06 to 2022-10 · Unemployed · N/a, CA
  • 2025-01 to Present · Charles Schwab & Co., Inc. · Arcadia, CA
  • 2014-08 to 2018-05 · Full Time Education · Alhambra, CA
  • 2025-01 to Present · Charles Schwab Bank, Ssb · Arcadia, CA

Current employment

SEC IAPD record for Selena Chen

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Selena Chen is a financial advisor at Charles Schwab & Co., Inc. in Arcadia, CA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, Citibank, Exp Realty, Unemployed, among others.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

134 East Huntington Drive, Arcadia, CA 91006

14 advisors at this office.

Charles Schwab & office in Arcadia, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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