Bo Irene Shen
Professional summary
Bo Irene Shen, who also goes by Irene Shen, is a registered financial professional currently at PREVAIL CAPITAL LLC located in Naples, Florida.
Bo Irene is registered as a RR (Registered Representative) and started their career in finance in 2001. Bo Irene has worked at 6 firms and has passed the Series 63, Series 65, Series 22TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bo Irene Shen's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2022 - Present
PREVAIL CAPITAL LLC
September 19, 2014 - February 2, 2015
WELBORN CAPITAL LLC
June 5, 2013 - September 8, 2014
RICHFIELD ORION INTERNATIONAL, INC.
January 11, 2012 - March 31, 2015
TKC WEALTH MANAGEMENT LLC
September 12, 2011 - November 29, 2011
TKC WEALTH MANAGEMENT LLC
August 22, 2002 - July 18, 2011
CHARLES SCHWAB & CO., INC.
August 19, 2002 - July 18, 2011
CHARLES SCHWAB & CO., INC.
March 14, 2001 - July 1, 2002
YOUNGBLOOD SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/9/2023)
(2/9/2023)
(5/24/2023)
(10/11/2022)
(6/28/2023)
(8/5/2024)
Exams
Series 22TO
Date: 9/26/2022
Direct Participation Programs Representative ExaminationFINRA
Current Firm
PREVAIL CAPITAL LLC
CRD#: 141322 / SEC#: , 8-67378
Contact information
FINRA licenses (35 States and Territories)
Red Flags
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