Unclaimed
Michael Nguyen Bui is a financial advisor with Valmark Advisers, Inc. based in Ashburn, VA. Michael is a registered representative with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael's expertise includes financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Michael has been a registered financial advisor since 2006.
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.
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.
Consulting
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.
1
2
VA
06/24/2024 - Present
Valmark Advisers, Inc. (ASHBURN VA)
VA
01/02/2009 - 07/19/2011
INVEST FINANCIAL CORPORATION (ASHBURN VA)
VA
02/06/2007 - 01/06/2009
WACHOVIA SECURITIES, LLC (MCLEAN VA)
VA
04/11/2006 - 01/22/2007
NYLIFE SECURITIES INC. (POTOMAC FALLS VA)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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