Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tan? Claim Your ProfileTan V Ho is a financial advisor currently associated with J.P. Morgan Securities LLC. Tan has been in the industry since 2014. Tan has been registered with FINRA since 2013. Tan has also held previous positions at LPL FINANCIAL LLC, MORGAN STANLEY, and AMERIPRISE FINANCIAL SERVICES, LLC. Tan is a registered investment advisor representative in Texas. Tan offers financial planning and portfolio management services to individuals, businesses and corporations. Tan has a Series 7 and Series 66 licenses, and a SIE license. Tan's current location is the Houston branch office of J.P. Morgan Securities 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
04/21/2022 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
11/19/2020 - 03/30/2022
AMERIPRISE FINANCIAL SERVICES, LLC (RICHARDSON TX)
HI
11/20/2015 - 11/19/2020
MORGAN STANLEY (HONOLULU HI)
HI
12/03/2013 - 11/04/2015
LPL FINANCIAL LLC (HONOLULU HI)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities 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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