Stacey ChinCRD Number: 6061818
Current Firm: San Francisco Sentry Investment Group
Stacey Chin (CRD# 6061818) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Sf Sentry Securities, Inc.||San Francisco, CA||Oct 2013 - Current||3|
|University Of Chicago||Chicago, IL||Sep 2012 - Aug 2013||< 1|
|Rbc Wealth Management||El Dorado Hills, CA||Feb 2012 - Sep 2012||< 1|
|Matteo's Wine Shop||Sacaramento, CA||Jun 2011 - Jun 2012||1|
|Tapioca Express||La Jolla, CA||Jan 2008 - Mar 2011||3|
|University Of California San Diego||La Jolla, CA||Sep 2006 - Jan 2008||1|
|Regional Cardiology Associatates||Sacramento, CA||Jun 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management237MILLIONS
Total Number of Accounts284ACCOUNTS
Average Account Value$833,467
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, HI, MD, NM, NY, OR, TX, VA, WA
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