Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tsang is an investment professional with over 20 years of experience in the financial services industry. David is a registered representative of LPL Financial LLC in Illinois and Texas. David has a broad range of experience including advisory services, financial planning, and portfolio management for individuals and businesses. He provides consulting and other non-discretionary advisory services. David has a strong commitment to helping clients achieve their financial goals.
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
IL
03/26/2021 - Present
LPL Financial LLC (BOLINGBROOK IL)
IL
12/14/2005 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPERVILLE IL)
NJ
05/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NE
01/18/2002 - 05/24/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
12/18/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
OH
08/08/2000 - 11/28/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
08/08/2000 - 11/28/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
04/15/2000 - 08/01/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
02/12/1999 - 04/15/2000
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
IA
Issued 06/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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