Unclaimed
Chanachart Chareonchump is an investment advisor representative with Assetmark, Inc., a firm with offices in Washington, DC and Concord, CA. Chanachart has been in the industry for over 18 years and has held previous positions with Capital Brokerage Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Chanachart is licensed to provide investment advice in District of Columbia, North Carolina, Virginia, and West Virginia. Chanachart is also licensed to provide investment advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
DC
11/28/2016 - Present
Assetmark, Inc. (Washington DC)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
05/30/2008 - 11/13/2013
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
IL
02/11/2005 - 04/03/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IN
02/11/2005 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
08/16/2004 - 01/27/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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