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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jin kyu Chong is a financial advisor with Strategy Asset Managers LLC. David has been in the financial industry since 1995. David has a wide range of experience in the financial industry, having worked at firms such as Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Aurora Capital, LLC, and NEWBRIDGE SECURITIES CORPORATION. David holds a Series 7, Series 7TO, Series 63, and Series 65 license. David is also a Registered Representative for the firm. David is dedicated to providing personalized financial advice to individuals and families.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/24/2021 - Present
Strategy Asset Managers LLC (PASADENA CA)
FL
03/01/2019 - 01/07/2021
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
10/12/2018 - 02/25/2019
AURORA CAPITAL LLC (BRIDGEHAMPTON, NY)
CA
12/03/2009 - 08/03/2018
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
CA
06/01/2009 - 12/18/2009
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
12/07/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
IA
Issued 01/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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