Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Huy Tran is a financial advisor with U.S. Bancorp Investments, Inc., located in Los Gatos, CA. Christian Huy Tran is registered in 10 states for both broker-dealer and investment advisor services. Christian Huy Tran has been in the financial services industry since 2005, specializing in portfolio management for individuals and businesses, and has previous experience with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Citigroup Global Markets 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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
03/07/2019 - Present
U.s. Bancorp Investments, Inc. (LOS GATOS CA)
CA
12/03/2013 - 08/04/2017
WELLS FARGO CLEARING SERVICES, LLC (CUPERTINO CA)
CA
10/01/2012 - 12/06/2013
J.P. MORGAN SECURITIES LLC (MOUNTAIN VIEW CA)
CA
03/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOUNTAIN VIEW CA)
CA
05/21/2008 - 03/29/2010
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
CA
05/29/2007 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (REDWOOD CA)
CA
02/03/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (REDWOOD CA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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