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 at LPL Financial LLC, based in East Greenbush, NY. David has been working in the financial services industry since 1987. David has a wide range of experience in the financial services industry, having previously worked for The Investment Center, Inc., Princor Financial Services Corporation, MML Investors Services, Inc., NFP Securities, Inc., and W.S. Griffith & Co., Inc. David is licensed to provide financial services in Arizona, Connecticut, Florida, Maine, Montana, New Hampshire, New Jersey, New York, North Carolina, and Virginia. David is also a Certified Financial Planner and a Chartered Financial Consultant.
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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2
NY
05/06/2024 - Present
LPL Financial LLC (EAST GREENBUSH NY)
NY
02/17/2012 - 05/06/2024
THE INVESTMENT CENTER, INC. (EAST GREENBUSH NY)
NY
07/26/2007 - 02/21/2012
PRINCOR FINANCIAL SERVICES CORPORATION (EAST GREENBUSH NY)
NY
03/05/2004 - 07/31/2007
MML INVESTORS SERVICES, INC. (EAST GREENBUSH NY)
TX
08/22/2001 - 02/02/2004
NFP SECURITIES, INC. (AUSTIN TX)
MA
10/27/1992 - 08/28/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
03/17/1992 - 10/21/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
04/23/1986 - 12/14/1990
HOME LIFE INSURANCE COMPANY
CT
04/23/1986 - 12/14/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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