Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Munho Choi is a financial advisor with over 15 years of experience in the industry. David is registered with LPL Financial LLC and Integrated Wealth Concepts LLC. David has a broad range of experience in the financial industry. David works with individuals, families, and businesses to provide financial planning, investment management, and retirement planning services.
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
CA
07/14/2020 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
05/08/2012 - 09/29/2015
WESCOM FINANCIAL SERVICES (ORANGE CA)
CA
07/01/2009 - 05/10/2012
LPL FINANCIAL LLC (TORRANCE CA)
CA
02/10/2011 - 05/03/2012
KINECTA FINANCIAL & INSURANCE SERVICES, LLC (WOODLAND HILLS CA)
CA
02/26/2008 - 01/29/2009
WACHOVIA SECURITIES, LLC (LA HABRA CA)
BOTH
Issued 02/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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