Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quy? Claim Your ProfileQuy Nguyen is a financial advisor with over 7 years of experience in the industry. Quy is currently registered with The Ameriflex Group and is licensed to offer investment advice in Nevada and Washington. Quy has a strong background in financial planning and portfolio management, and Quy is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Previously, Quy has worked with several firms including OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., KMS FINANCIAL SERVICES, INC., and KEY INVESTMENT SERVICES LLC.
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.
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2
WA
04/16/2024 - Present
THE Ameriflex Group (Auburn WA)
AZ
09/01/2023 - 04/11/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
AZ
08/27/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WA
04/02/2018 - 09/21/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
08/08/2017 - 02/16/2018
KEY INVESTMENT SERVICES LLC (KENT WA)
VA
04/14/2016 - 11/08/2016
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
BOTH
Issued 06/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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