Unclaimed
Henry Quan Phan is a registered representative with State Farm VP Management Corp. in Katy, Texas. He has been in the financial industry since 2012 and holds the Series 6, Series 63 and SIE licenses. He has been registered with the state of Texas since 2014. Previously, Henry Quan Phan was with CHASE INVESTMENT SERVICES CORP. in Houston, Texas.
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
04/21/2014 - Present
State Farm VP Management Corp. (Katy TX)
TX
06/04/2010 - 10/06/2011
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 05/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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