Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you San? Claim Your ProfileSan Thanh Pham is a financial advisor who has been in the industry since 2004. San is currently registered with Ameriprise Financial Services, LLC, and has previously been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc.. San Thanh Pham is a licensed investment advisor with registrations in California, Idaho, Montana, Oregon, Texas, and Washington. San holds a Series 7 and Series 66 licenses. San's specializations include retirement planning, college savings planning, insurance, estate planning, and tax planning.
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.
Asset allocation services
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
CA
08/21/2019 - Present
Ameriprise Financial Services, LLC (Woodland Hills CA)
CA
01/18/2011 - 09/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
09/05/2003 - 01/28/2011
AMERIPRISE FINANCIAL SERVICES, INC. (GLENDALE CA)
MN
09/05/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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