Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luan? Claim Your ProfileLuan Cao Tran is a financial professional with over 20 years of experience in the industry. Currently, Luan works with Pacific Select Distributors, LLC, where they have been since 2016. Before joining this firm, Luan worked at Lincoln Financial Securities Corporation from 2006 to 2009. Luan has a strong background in the industry, having held prior positions at various firms including Pacific Select Distributors, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Luan holds the Series 6 and Series 63 licenses.
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.
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.
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2
CA
08/26/2016 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
09/18/2006 - 07/14/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (IRVINE CA)
CA
01/21/1998 - 08/03/2006
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
05/01/1996 - 01/06/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/01/1996 - 01/06/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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