Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hong? Claim Your ProfileHong Anh McGill is a financial advisor with over 30 years of experience in the industry. Hong has held positions at several prominent firms, including Truist Investment Services, Inc., Ameriprise Financial Services, Inc., and Morgan Stanley Smith Barney. Hong is currently registered as an Investment Advisor Representative with Oppenheimer & Co. Inc. and holds several licenses, including Series 3, 7, 9, 10, 24, 31, 63, and 65. Hong has a broad range of expertise and is well-equipped to provide financial guidance to a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
05/09/2023 - Present
Oppenheimer & Co. Inc. (VIENNA VA)
VA
10/28/2016 - 03/31/2023
TRUIST INVESTMENT SERVICES, INC. (ASHBURN VA)
VA
09/11/2009 - 10/31/2016
AMERIPRISE FINANCIAL SERVICES, INC. (LEESBURG VA)
NE
12/01/2009 - 11/23/2010
SECURITIES AMERICA, INC. (LAVISTA NE)
VA
06/01/2009 - 09/28/2009
MORGAN STANLEY SMITH BARNEY (LEESBURG VA)
VA
08/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEESBURG VA)
MD
06/04/1999 - 09/07/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MI
05/21/1992 - 06/18/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
07/12/1990 - 11/30/1993
VANDERBILT SECURITIES, INC.
NA
05/29/1991 - 05/15/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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