Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Song Deng is a financial advisor based in San Diego, CA. David has been in the industry since 2009. Currently, David is an advisor with J.p. Morgan Securities LLC, specializing in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. David has a strong track record of providing personalized financial advice and helping clients reach their financial goals. Prior to joining J.p. Morgan Securities LLC, David worked with U.S. BANCORP INVESTMENTS, INC. and WELLS FARGO ADVISORS, LLC. David is registered to provide investment advice in multiple states.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/13/2024 - Present
J.p. Morgan Securities LLC (San Diego CA)
CA
06/08/2016 - 04/07/2020
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
01/03/2011 - 05/13/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
12/16/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
BOTH
Issued 02/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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