Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linh? Claim Your ProfileLinh My Truong is a financial advisor associated with Raymond James Financial Services Advisors, Inc. and has been in the industry since 2002. Linh Truong holds the Series 6, 7, 63 and 65 licenses. Linh Truong has also worked with Essex National Securities, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services and First Investors Corporation.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/19/2012 - Present
Raymond James Financial Services Advisors, Inc. (Cupertino CA)
CA
10/02/2007 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (CUPERTINO CA)
CA
05/29/2007 - 10/18/2007
CITIGROUP GLOBAL MARKETS INC. (SAN BRUNO CA)
CA
08/18/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN BRUNO CA)
NJ
10/01/2002 - 06/25/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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