Unclaimed
Nita Chittchang is a financial advisor in San Diego, CA. Nita is registered with U.S. Bancorp Investments, Inc. and has been in the industry since 2002. Nita provides financial planning services for individuals, businesses and pooled investment vehicles. Nita also provides portfolio management services for individuals and businesses.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
04/25/2023 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
CA
11/19/2012 - 04/26/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
TX
08/03/2011 - 11/09/2012
NFP SECURITIES, INC. (AUSTIN TX)
CA
09/23/2009 - 08/09/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
MD
06/09/2008 - 09/21/2009
H. BECK, INC. (ROCKVILLE MD)
CO
12/01/2003 - 08/01/2006
MSCS FINANCIAL SERVICES, LLC (DENVER CO)
CA
06/25/2003 - 09/29/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
05/09/2002 - 10/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/09/2002 - 10/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MD
03/05/1999 - 01/16/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/24/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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