David PinaCRD 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 5 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Tamma Capital LLC
|Charles Schwab Bank||Ann Arbor, MI||Oct 2014 - Current||3|
|Charles Schwab & Company, Inc.||Ann Arbor, MI||Oct 2011 - Current||6|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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