Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phuong? Claim Your ProfilePhuong Leyva is an investment advisor representative with Fidelity Personal And Workplace Advisors, located in Campbell, California. Phuong has been in the industry since April 22, 2017. Phuong has been registered with Fidelity Personal And Workplace Advisors since June 2022. Phuong was previously employed by J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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.
1
2
CA
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
08/01/2019 - 06/02/2022
J.P. MORGAN SECURITIES LLC (CUPERTINO CA)
CA
10/01/2012 - 03/22/2013
J.P. MORGAN SECURITIES LLC (FREMONT CA)
CA
08/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FREMONT CA)
BOTH
Issued 05/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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