Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimmy? Claim Your ProfileKimmy Vu Nguyen is a financial advisor with Allworth Financial, LP in Folsom, CA. Kimmy has been in the industry since 2013 and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kimmy is registered with the state of California.
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.
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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CA
05/12/2021 - Present
Allworth Financial, LP (FOLSOM CA)
GA
09/27/2013 - 01/14/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 10/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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