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Nhi Thanh Nguyen

World Equity Group, Inc.

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About Nhi Thanh Nguyen

Nhi Thanh Nguyen is a registered representative with World Equity Group, Inc. and has been in the industry since 2017. Nhi holds a Series 66, Series 7 and SIE license and has specialized expertise in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Nhi Thanh Nguyen is registered in Arizona, Colorado, New Mexico, Utah, and Wyoming.

Firm Information

Nhi Nguyen is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nhi Nguyen’s Registration & Firm History

MT

01/04/2024 - Present

World Equity Group, Inc. (Bozeman MT)

CO

10/25/2023 - 11/17/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

CO

10/16/2018 - 09/08/2023

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

10/12/2017 - 05/24/2018

EDWARD JONES (THORNTON CO)

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Licenses & Designations

BOTH

Issued 01/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Nhi Thanh Nguyen. Review regulatory record here.
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