David Pina, financial advisor Ann Arbor MI
90 score

David Pina

CRD Number: 5895477
Current Firm: Charles Schwab & Company, Inc.

David Pina (CRD# 5895477) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Ann Arbor, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Ann Arbor, MI Oct 2014 - Current 2
Charles Schwab & Company, Inc. Ann Arbor, MI Oct 2011 - Current 5
Pf Changs Austin, TX Apr 2012 - May 2015 3
Tonyc's Austin, TX Feb 2012 - Mar 2012 < 1
Food Art Ann Arbor, MI May 2011 - Sep 2011 < 1
Raymond James & Associates Southfield, MI Feb 2011 - Sep 2011 < 1
North Point Seafood And Steakhouse Ann Arbor, MI Jan 2010 - Feb 2011 1
Arbor Planning And Management Dexter, MI Oct 2009 - Dec 2010 1
North Centennial Inn Maple City, MI Jun 2005 - Oct 2009 4
Pf Changs Honolulu, HI Mar 2007 - Jun 2009 2
Starbucks Honolulu, HI Sep 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Jun 2012
Contact Info for David A. Pina
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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