Unclaimed
John Danh Nguyen is a financial professional with over 18 years of experience in the securities industry. John currently works for Money Concepts Capital Corp. as a registered representative and investment advisor representative. John specializes in Retirement Planning, College Savings Plans and Insurance. John also offers financial planning and portfolio management services to individuals and businesses. Before joining Money Concepts Capital Corp, John held positions at Crown Capital Securities, L.P. and SCF Securities, Inc.. John is registered with the state of California as a Registered Investment Advisor and has been licensed in several states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
01/23/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
CA
11/10/2016 - 11/28/2023
CROWN CAPITAL SECURITIES, L.P. (PLACENTIA CA)
CA
06/29/2007 - 11/10/2016
SCF SECURITIES, INC. (PLACENTIA CA)
GA
05/04/2005 - 07/03/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 05/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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