Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Nguyen is a financial advisor with Fidelity Personal And Workplace Advisors, based in Magnolia, Texas. Kevin has over 5 years of experience in the financial services industry, with previous roles at Truist Investment Services, Inc., BB&T Securities, LLC, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is registered to provide investment advice in 54 states and territories. Kevin is also a partner in a real estate investment firm in Houston, Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/08/2021 - Present
Fidelity Personal AND Workplace Advisors (MAGNOLIA TX)
TX
02/17/2021 - 10/27/2021
TRUIST INVESTMENT SERVICES, INC. (HOUSTON TX)
VA
05/19/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
01/10/2019 - 06/05/2020
J.P. MORGAN SECURITIES LLC (THE WOODLANDS TX)
CA
08/22/2017 - 01/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NOVATO CA)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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