Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chang is a financial professional with over 18 years of experience in the industry. David is registered with MML Investors Services, LLC and has previously held positions with MSI Financial Services, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. David specializes in working with a variety of clients including individuals, corporations, trusts, insurance companies, and charitable organizations. David provides a range of services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (FREMONT CA)
CA
02/19/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
08/01/2008 - 12/19/2008
NATIONWIDE SECURITIES, LLC (WALNUT CREEK CA)
CA
02/25/2008 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (WALNUT CREEK CA)
CA
11/22/2004 - 02/27/2008
METLIFE SECURITIES INC. (OAKLAND CA)
CA
11/22/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OAKLAND CA)
IA
Issued 05/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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