Unclaimed
Isabelthao Nguyen is a financial advisor who specializes in providing investment advice. Isabelthao has been in the industry since 2014 and holds Series 63, 65 and Series 6TO licenses. She currently works at State Farm Investment Management Corp., and is registered with state regulators in Virginia, Maryland and the District of Columbia. Isabelthao Nguyen has experience in various roles in the financial and telecommunications industries.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
05/13/2024 - Present
State Farm Investment Management Corp. (Fairfax VA)
IA
Issued 04/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Isabelthao Nguyen is the right advisor for you? Invested Better is here to help.