Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hyun Choi is a financial advisor registered with LPL Financial LLC. David has been a registered representative since 2001, and also holds a Series 66 license which allows David to provide investment advice to clients. David has been in the financial services industry for over 15 years, and has experience working with individuals, families, and businesses. David is a Certified Financial Planner, which means David has met the requirements of the Certified Financial Planner Board of Standards and is committed to providing ethical and professional financial planning services. David works with clients in California, Connecticut, Florida, Louisiana, Pennsylvania, and Texas. David's previous employment experience includes positions with Waddell & Reed and World Group Securities. David is also the president of Veritas Properties LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/07/2022 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
07/27/2020 - 07/21/2021
WADDELL & REED (LOS ANGELES CA)
CA
05/22/2008 - 07/08/2020
LPL FINANCIAL LLC (LOS ANGELES CA)
GA
04/12/2002 - 09/05/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
02/02/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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