Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linh? Claim Your ProfileLinh T. Tran is a registered representative with Morgan Stanley. Linh has been in the industry since July 2007 and is registered with the state of California. Linh has experience in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers. Linh is also a board member of Little Builders' Day Care and a board member of Alkal Franz LLC and Little Builders International Academy LLC. The firm's main office is located in Purchase, New York. The firm has approximately $10 billion to $50 billion in assets under management. The firm's client types include corporations or other businesses, individuals other than high-net-worth, investment companies, insurance companies, state or municipal government entities, charitable organizations, and high-net-worth individuals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/22/2010 - Present
Morgan Stanley (Palo Alto CA)
CA
07/16/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALO ALTO CA)
BOTH
Issued 10/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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