Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huy? Claim Your ProfileHuy Gia Trieu is a financial advisor in San Ramon, California. Huy is an investment advisor representative for Key Focus Wealth LLC. Huy is registered with the state of California. Huy has been in the financial services industry since 2003.
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.
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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CA
02/22/2021 - Present
KEY Focus Wealth LLC (SAN RAMON CA)
CA
07/28/2004 - 06/26/2014
FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)
KS
04/30/2003 - 06/23/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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