Ernest Tse (CRD# 4762799) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Francisco , CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | Burlingame, CA | Dec 2020 - Current | 3 |
| Mml Investors Services, LLC | Foster City, CA | Mar 2017 - Dec 2020 | 3 |
| Massmutual Life Insurance Co | Foster City, CA | Jul 2016 - Dec 2020 | 4 |
| Metlife Securities Inc. | Foster City, CA | Jan 2015 - Mar 2017 | 2 |
| Metlife Securities Inc. | Foster City, CA | Jul 2009 - Mar 2017 | 7 |
| New England Securities | Foster City, CA | Jan 2010 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- CA
-
Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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