Unclaimed
Tai Tan Nguyen is a financial advisor who has been in the industry since July 13, 2008. Tai is currently registered with Park Avenue Securities LLC and has offices in Houston, TX. Tai has previously worked with NYLIFE SECURITIES LLC and METLIFE SECURITIES INC. in Florida and Texas. Tai is a licensed securities representative, and has expertise in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
TX
08/05/2020 - Present
Park Avenue Securities LLC (Houston TX)
FL
03/11/2014 - 07/17/2020
NYLIFE SECURITIES LLC (PENSACOLA FL)
TX
04/09/2008 - 12/20/2013
METLIFE SECURITIES INC. (DALLAS TX)
BOTH
Issued 10/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tai Nguyen is the right advisor for you? Invested Better is here to help.