linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rachel Vinh-nghi Tran

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rachel? Claim Your Profile

About Rachel Vinh-nghi Tran

Rachel Tran is a financial professional licensed in Virginia. Rachel Tran is a financial professional who has been in the industry since December 2018. Rachel Tran has professional experience with Cetera Investment Advisers LLC and Voya Financial Advisors, Inc.. Rachel Tran also works for KURTZ, CONNOR, BROWNING & PHILLIPS, LLC (KCBP, LLC). Rachel Tran holds the Series 66, Series 7, and SIE licenses.

Firm Information

Rachel Tran is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rachel Tran’s Registration & Firm History

VA

06/29/2023 - Present

Cetera Investment Advisers LLC (VIENNA VA)

VA

12/03/2018 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)

Not sure if Rachel Vinh-nghi Tran is right for you?

Licenses & Designations

BOTH

Issued 01/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Vinh-nghi Tran.
Not sure if Rachel Vinh-nghi Tran is right for you?