Unclaimed
My-nga Thi Do is a financial advisor with over 10 years of experience in the industry. My-nga is currently registered with U.S. Bancorp Investments, Inc. in California, Nevada, New Jersey, New Mexico, New York, Oregon, Tennessee, and Texas. Previously, My-nga worked as a financial advisor for Wells Fargo Advisors, LLC and Citigroup Global Markets Inc. My-nga has a strong track record of providing financial advice to individuals, businesses, and institutions.
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.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
03/16/2018 - Present
U.s. Bancorp Investments, Inc. (San Jose CA)
CA
07/12/2012 - 03/20/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
10/18/2011 - 06/28/2012
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
CA
01/03/2011 - 09/07/2011
WELLS FARGO ADVISORS, LLC (MOUNTAIN VIEW CA)
CA
10/25/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MOUNTAIN VIEW CA)
CA
06/24/2009 - 08/20/2009
WELLS FARGO INVESTMENTS, LLC (LOS ALTOS CA)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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