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David Chong

David Chong

Marketing Representative

Followers of David Chong718 followers
location of David ChongPasadena, California, United States

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  • Timeline

  • About me

    Director of Financial Planning & Senior Wealth Advisor at Strategy Asset Managers, LLC.

  • Education

    • University of California

      1983 - 1987
      BS & BA Economics, Biology

  • Experience

    • Prudential Asset Management Company

      Aug 1987 - Sept 1995
      Marketing Representative

      Account executive, helping fortune 1000 corporate clients manage their pension assets.

    • Morgan Stanley Smith Barney

      Sept 1995 - Nov 2009
      Vice President - Investments

    • Wells Fargo Advisors

      Dec 2009 - Jul 2018
      Vice President - Investments

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC

    • Strategy Asset Managers, LLC.

      Aug 2018 - now
      Director of Financial Planning

    • The Leaders Group, Inc.

      Jan 2025 - now
      Registered Representative

  • Licenses & Certifications

    • Uniform Securities Agent

      Financial Industry Regulatory Authority (FINRA)
      Jan 1996

    • Series 7 - the General Securities Representative

      Financial Industry Regulatory Authority (FINRA)
      Nov 1995
      View certificate certificate

    • Uniform Investment Adviser

      Financial Industry Regulatory Authority (FINRA)
      Jan 1996

    • Insurance License

      California Department of Insurance
      Apr 1996
      View certificate certificate