Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tairen? Claim Your ProfileTairen Tuan Truong is a financial advisor with Citigroup Global Markets Inc. who is registered with the state of California and holds Series 6, 7, 24, 63 and SIE licenses. Tairen is a registered representative with a total of 25 approved SRO registrations. Tairen previously worked at NYLIFE Securities LLC. Tairen has been in the financial services industry since January 22, 2016. Tairen specializes in portfolio management for businesses and individuals, asset allocation advice, financial planning, and pension consulting. Tairen's office is located at CITI PERSONAL WEALTH MANAGEMENT, 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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
CA
04/11/2022 - Present
Citigroup Global Markets Inc. (Fountain Valley CA)
CA
04/15/2015 - 07/01/2021
NYLIFE SECURITIES LLC (PASADENA CA)
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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