Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yu-wen Sun is a financial advisor with Ellis Investment Partners, LLC. David has been in the industry since 1990 and holds the Series 65 and Series 63 licenses. David has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Ellis Investment Partners, LLC is an independent firm specializing in personalized wealth management strategies. They offer a range of services, including financial planning, portfolio management, and consulting.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
PA
03/09/2012 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
11/30/2000 - 12/31/2008
EQUITY SERVICES, INC. (WAYNE PA)
IN
04/20/1990 - 11/27/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/20/1990 - 11/27/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/20/1988 - 12/05/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/15/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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