Unclaimed
Eric Nguyen is a financial advisor registered with Cetera Investment Advisers LLC in Vancouver, WA. Eric has been a Registered Representative since September 2016 and has experience with a wide range of financial products and services, including life insurance, disability insurance, annuities, long-term care, and fixed insurance. Eric also provides financial planning, pension consulting, and educational seminars.
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.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (VANCOUVER WA)
WA
09/20/2016 - 02/28/2019
AMERIPRISE FINANCIAL SERVICES, INC. (VANCOUVER WA)
BOTH
Issued 11/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Nguyen is the right advisor for you? Invested Better is here to help.