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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minh? Claim Your ProfileMinh Thanh Nguyen is an investment advisor representative with Fisher Investments. Minh Thanh Nguyen has been in the industry for 5 years and has experience working with high net worth individuals, insurance companies, charitable organizations, and other institutions. Minh Thanh Nguyen holds the Series 63, 65, 7TO, 9, and 10 licenses. The firm has a large staff of investment advisor representatives who work with clients across the country. Fisher Investments offers a wide range of investment services, including portfolio management, financial planning, and portfolio assessment.
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.
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.
Portfolio assessment
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.
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.
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TX
03/11/2024 - Present
Fisher Investments (PLANO TX)
TX
05/27/2020 - 10/09/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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