Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oanh? Claim Your ProfileOanh Kim Ton is an investment advisor representative at Avidian Wealth Solutions, based in Sugar Land, TX. Oanh has been in the financial services industry for over 20 years. Oanh has a broad range of experience, having worked with J.P. Morgan Securities LLC, Chase Investment Services Corp, and Pruco Securities Corporation. Oanh holds the Series 7, Series 6, Series 63, and Series 65 licenses, along with the SIE exam. Oanh is also registered as an investment advisor representative in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Mgmt of pooled investment vehicles
1
2
TX
11/13/2018 - Present
Avidian Wealth Solutions (Sugar Land TX)
TX
10/01/2012 - 10/18/2018
J.P. MORGAN SECURITIES LLC (SUGAR LAND TX)
TX
01/29/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUGARLAND TX)
NY
08/30/2002 - 01/27/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
01/15/2002 - 06/07/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
IL
02/10/2000 - 01/18/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
AL
11/13/1997 - 10/26/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NJ
01/22/1996 - 04/02/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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