Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hao? Claim Your ProfileHao Ngo is a financial advisor at Capital Benchmark Partners, LLC based in Atlanta, Georgia. Hao has been in the financial services industry since 2010. Hao is registered with the states of California, Georgia and Texas, and holds the Series 66, Series 7, Series 9, Series 10 and Series 31 licenses. Hao is also a Certified Financial Planner. Hao specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees for seminars and speaking engagements
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2
GA
10/27/2023 - Present
Capital Benchmark Partners, LLC (ATLANTA GA)
GA
11/01/2011 - 04/08/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
FL
03/16/2010 - 11/03/2011
RAYMOND JAMES & ASSOCIATES, INC. (CLEARWATER FL)
BOTH
Issued 05/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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