Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phung? Claim Your ProfilePhung Van is a financial advisor at Osaic Wealth, Inc. Phung has been in the financial industry since 2015. Phung is registered in 17 states, including Arizona, California, Colorado, and Kansas. Phung is a Certified Financial Planner and a Chartered Financial Consultant. Phung specializes in financial planning, pension consulting, and portfolio management. Phung also provides educational seminars. Phung has experience working with individuals, businesses, and non-profit 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.
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
KS
01/19/2024 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
06/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WICHITA KS)
KS
03/16/2015 - 06/03/2022
NYLIFE SECURITIES LLC (WICHITA KS)
IA
Issued 07/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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