Unclaimed
Dat Trinh is a financial advisor with Allstate Financial Services, LLC. Dat has been in the industry since February 19, 2008 and holds the Series 6, Series 63 and SIE licenses. Dat is registered with the state of Texas. Dat was previously registered with Chase Investment Services Corp..
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.
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.
1
2
TX
02/15/2011 - Present
Allstate Financial Services, LLC (STAFFORD TX)
TX
09/06/2007 - 08/31/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 09/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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