Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nhan? Claim Your ProfileNhan Thanh Dang is a financial advisor at Fidelity Personal And Workplace Advisors. Nhan has been working in the financial services industry since 2017. Nhan holds Series 6, 7, 63 and 65 licenses and is registered to provide investment advice in 40 states, including Texas and California. Nhan previously worked at Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fidelity Personal And Workplace Advisors manages over $818 billion in assets for individuals, families, businesses, and retirement plans. Fidelity Personal And Workplace Advisors also provides financial planning, educational seminars, and selection of other advisors to meet client needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
CA
10/09/2020 - Present
Fidelity Personal AND Workplace Advisors (LOS GATOS CA)
CA
01/24/2020 - 05/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNTAIN VIEW CA)
CA
01/23/2019 - 02/03/2020
CHARLES SCHWAB & CO., INC. (Los Altos CA)
CA
05/05/2017 - 01/08/2019
J.P. MORGAN SECURITIES LLC (MOUNTAIN VIEW CA)
IA
Issued 04/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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