Unclaimed
Phu Dang Nguyen is a registered investment advisor representative. Phu is currently registered with Eagle Strategies LLC. Phu has been in the industry since April 2009. Phu has passed the Series 6, 7TO, 63 and 66 exams, and the General Securities Principal Examination. Phu is registered in Nevada and California. Phu has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
NV
04/04/2024 - Present
Eagle Strategies LLC (LAS VEGAS NV)
BOTH
Issued 4/1/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/2021
Series 24 - General Securities Principal Examination
BC
Issued 9/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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