Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Huang is an investment professional who has been active in the financial services industry since 1997. David is currently registered with Oneamerica Securities, Inc. and is licensed to conduct business in the state of California. David previously worked with NYLIFE Securities LLC and NYLIFE Securities INC. David is committed to providing excellent financial advice and service to individual investors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/29/2014 - Present
Oneamerica Securities, Inc. (FREMONT CA)
CA
09/15/2010 - 09/03/2014
NYLIFE SECURITIES LLC (SAN JOSE CA)
NY
01/13/1997 - 02/01/2007
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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