Unclaimed
Bich Nguyen is a registered investment advisor representative with Charles Schwab & Co., Inc. Bich is a Series 7 and 66 licensed professional and has been in the financial industry since 2018. Prior to working at Charles Schwab & Co., Inc. Bich worked at Bank of America, Kohl's Inc, Premier Staffing, Louie & Wong, LLP and Charles Schwab Bank. Bich has been actively registered in California since 2018. Bich Nguyen works out of the San Francisco office of Charles Schwab & Co., Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/05/2019 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BOTH
Issued 03/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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