Unclaimed
David Zhang is a financial professional registered with Nylife Securities LLC. David has been in the industry since August 1, 2018, and holds the Series 6, Series 7TO, and Series 63 licenses. David is currently registered in Arizona, California, Colorado, Georgia, Hawaii, Kansas, Oregon, Pennsylvania, Texas and Washington.
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.
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.
1
2
CA
08/02/2018 - Present
Nylife Securities LLC (GLENDALE CA)
BC
Issued 05/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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