Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phuoc? Claim Your ProfilePhuoc Dang is a financial advisor with over 40 years of experience in the industry. Phuoc has been with Ameritas Advisory Services, LLC since November 2021. Phuoc has a variety of experience working with various firms including AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Phuoc provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Solicitor fees
1
2
MD
11/01/2021 - Present
Ameritas Advisory Services, LLC (ROCKVILLE MD)
NY
10/06/1982 - 07/12/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/06/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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