Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chapin is a financial advisor with Schwab Wealth Advisory, Inc., located in Indianapolis, IN. David has been a registered representative since 2010. David has earned his Series 7, 10, 9, 63, 66 and SIE licenses. David specializes in providing financial advice for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
10/28/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
10/20/2010 - 09/21/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 01/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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