Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chin is a financial advisor with over 17 years of experience. David has a strong background in financial planning and portfolio management, specializing in working with high-net-worth individuals and families. David is a Certified Financial Planner and holds both Series 7 and Series 66 licenses. David currently works with International Assets Investment Management, LLC and Global Assets Advisory, LLC. David focuses on providing personalized financial advice and investment strategies to help clients achieve their financial goals.
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.
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.
1
2
NY
02/14/2021 - Present
International Assets Investment Management, LLC (New York City NY)
NY
10/23/2008 - 06/04/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/20/2004 - 09/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
05/20/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/11/1985 - 09/04/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 06/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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