Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yae Chan Shin is a financial advisor with State Farm Investment Management Corp., a registered investment advisor based in Bloomington, Illinois. David has been a registered representative since 2014 and has experience in the investment industry since 2015. David holds Series 6, 63 and SIE licenses. David is registered in Idaho, Oregon and Washington to provide investment advisory services. David is also a Chartered Financial Consultant and has experience providing insurance services through David Shin's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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03/27/2023 - Present
State Farm Investment Management Corp. (Lake Oswego OR)
OR
08/19/2014 - 05/20/2020
COUNTRY CAPITAL MANAGEMENT COMPANY (Tigard OR)
BC
Issued 09/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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