Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phong? Claim Your ProfilePhong Truong is a financial professional with over 14 years of experience in the industry. Phong is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC. Prior to that, Phong has worked with a number of prominent firms including Edward Jones, Merrill Lynch, and Allstate Financial Services. Phong is a licensed Series 6, 7, and 66 representative. Phong's areas of expertise include financial planning, investment management, and portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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FL
04/15/2024 - Present
Sound Income Strategies, LLC (Melbourne FL)
FL
09/15/2023 - 03/19/2024
ALLSTATE FINANCIAL SERVICES, LLC (Indian Harbour Beach FL)
FL
07/31/2023 - 09/22/2023
HORACE MANN INVESTORS, INC. (ST. AUGUSTINE FL)
FL
08/13/2021 - 07/19/2023
EDWARD JONES (Viera FL)
PA
06/01/2018 - 08/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
03/29/2017 - 06/04/2018
EDWARD JONES (CAMP HILL PA)
PA
01/12/2015 - 03/24/2017
MML INVESTORS SERVICES, LLC (MECHANICSBURG PA)
PA
02/10/2010 - 01/22/2015
NYLIFE SECURITIES LLC (HARRISBURG PA)
BOTH
Issued 05/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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