Kelvin Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independence Investment Assoc & Serv in Livonia, MI and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - Michigan Life Insurance Counselor
Life insurance: MI, FL, LA
Health/disability insurance: MI,
Fixed annuities: MI, FL, VA
Variable annuities: MI, LA,, FL
Cambridge Investment Research, Inc.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, .Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor., Cambridge and Independence Investment Associates & Services are not affiliated.
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