Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosana? Claim Your ProfileRosana Nguyen is an Investment Advisor Representative at Covenant Wealth Advisors. Rosana is registered with the state of Virginia. She earned her Series 65 license in July 2023. Rosana Nguyen has been working in the financial services industry since 2015. Prior to joining Covenant Wealth Advisors, Rosana was employed by Phillip Morris USA and Altria Client 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.
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.
1
2
VA
11/20/2023 - Present
Covenant Wealth Advisors (Richmond VA)
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Rosana Nguyen is the right advisor for you? Invested Better is here to help.
