Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Du hi? Claim Your ProfileDu hi Truong is a financial professional with over 20 years of experience in the industry. Du hi currently holds a Series 6 and SIE license and is registered to provide investment advice in California, Florida and Louisiana. Du hi Truong is associated with Osaic Wealth, Inc., a firm with approximately 437,201 client accounts and $94.55 billion in assets under management. Du hi has a strong background in serving clients, including high-net-worth individuals, corporations, and institutional investors. Du hi provides financial planning, portfolio management, and pension consulting services, among other services. Du hi is committed to helping clients achieve their financial goals through personalized advice and strategies.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN JOSE CA)
AZ
07/10/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/12/2002 - 07/23/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/14/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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