Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ngoc? Claim Your ProfileNgoc Sou is a financial advisor with Forum Financial Management, LP. Ngoc has been in the financial services industry since August 2022. Ngoc is registered as an investment advisor in New York and Texas. Ngoc earned a Series 65 license, the Uniform Investment Adviser Law Examination, in August 2022. Prior to joining Forum Financial Management, LP, Ngoc worked at Cornell University and Virginia Polytechnic Institute and State University.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
07/05/2024 - Present
Forum Financial Management, LP (Lansing NY)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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