Unclaimed
Alexander Chin is a registered representative with Sorrento Pacific Financial, LLC, and is registered with the state of California. Alexander is a professional golfer and has been in the financial services industry since January 2024. He has a Series 66 license and has worked at Sorrento Pacific Financial, LLC and DCN Wealth Management. Alexander also worked as a professional golfer for Pleasanton Golf Center, and worked in various roles at Foothill High School and the University of San Francisco.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/11/2025 - Present
Sorrento Pacific Financial, LLC (Fremont CA)
Active
Inactive
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