Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Cao Truong is a financial advisor with over 16 years of experience in the financial services industry. He is currently registered with PNC Investments, a firm with over 1,000 financial advisors and a total of $2.4 trillion in assets under management. Brandon has held previous roles at Citigroup Global Markets Inc., Woodbury Financial Services, Inc., Capital One Investing, LLC, and Pruco Securities, LLC. Brandon holds the Series 6, 7, 63 and 65 licenses and is registered in Maryland, Virginia and the District of Columbia. Brandon's areas of expertise include portfolio management for individuals and businesses. Brandon's primary focus is on providing financial advice and investment management services to high-net-worth individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MD
04/18/2024 - Present
PNC Investments (GAITHERSBURG MD)
MD
08/13/2019 - 04/04/2024
CITIGROUP GLOBAL MARKETS INC. (Gaithersburg MD)
MD
07/11/2018 - 07/26/2019
WOODBURY FINANCIAL SERVICES, INC. (North Bethesda MD)
VA
05/09/2017 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
DC
01/26/2009 - 05/05/2017
PNC INVESTMENTS (WASHINGTON DC)
NJ
07/19/2007 - 01/21/2009
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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