Unclaimed
Hien Dang Huynh is a financial advisor with Planmember Securities Corp., a firm based in Carpinteria, CA. Hien has been in the financial industry since 2016 and has a wide range of experience in investment advisory services. Hien holds Series 6, 63, 65, and 26 licenses as well as the SIE. Hien is registered with the state of California and several other states. Hien's previous employment includes Parsonex Securities, Inc. Hien specializes in financial planning, pension consulting, and portfolio management.
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.
Provides investment supervisory services
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.
1
2
CA
02/27/2018 - Present
Planmember Securities Corp. (Redlands CA)
CA
01/14/2016 - 01/29/2018
PARSONEX SECURITIES, INC. (ORANGE CA)
IA
Issued 10/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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