Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chanh? Claim Your ProfileChanh Truong is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with a history of financial experience. Chanh holds the Series 6, 7, 63 and 65 licenses. Chanh has over 10 years of experience in the financial services industry. Chanh is also a member of DYNAMIX VENTURES LLC, an online retail business selling tea and tea accessories. Chanh is registered in multiple states and has a strong track record of helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
04/30/2012 - 02/19/2015
WELLS FARGO ADVISORS, LLC (ALAMO CA)
IA
Issued 3/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/9/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2014
Series 7 - General Securities Representative Examination
BC
Issued 4/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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