Unclaimed
How Mee Huong is a financial professional with over 20 years of experience in the financial services industry. Huong is currently registered as a Registered Representative with Forthright Capital Advisory in Las Vegas, NV. Previously, Huong was registered with firms such as Pruco Securities, LLC, Allstate Financial Services, LLC and CitiCorp Investment Services. Huong holds several licenses including Series 6, 7, 31, 63, 65 and 66. Huong has experience providing financial planning, portfolio management for individuals, pension consulting and selection of other advisors.
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.
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.
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2
NV
05/01/2023 - Present
Forthright Capital Advisory (LAS VEGAS NV)
CA
06/10/2019 - 10/21/2020
PRUCO SECURITIES, LLC. (SAN JOSE CA)
CA
11/08/2017 - 05/29/2019
ALLSTATE FINANCIAL SERVICES, LLC (SAN JOSE CA)
NY
02/05/2003 - 06/24/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
08/01/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NC
02/05/2002 - 04/16/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
11/27/2000 - 12/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/26/1999 - 10/23/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
04/26/1999 - 08/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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