Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giao? Claim Your ProfileGiao Vo is a financial professional with over 12 years of experience in the financial services industry. Giao holds the Series 63, Series 65, and Series 7TO securities licenses, as well as the SIE exam. Giao is also a Certified Financial Planner (CFP). Giao currently works at Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Previously Giao worked at Ameriprise Financial Services, LLC, where they were a financial advisor. Giao is licensed in Texas and has experience in providing financial planning services to individuals, families, and businesses. Giao is also experienced in portfolio management, and educational seminars. Giao is committed to providing clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
02/21/2024 - Present
Cambridge Investment Research Advisors, Inc. (Katy TX)
TX
01/11/2022 - 02/26/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Bayton TX)
IA
Issued 10/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Giao Vo is the right advisor for you? Invested Better is here to help.
