Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thanh? Claim Your ProfileThanh Tran is a financial professional with over a decade of experience in the industry, specializing in investments and financial planning. Licensed in both California and Washington, Thanh is registered with PFS Investments Inc., a well-established firm with a strong track record and a commitment to client satisfaction. Thanh holds the Series 6 and Series 63 licenses, demonstrating a broad understanding of the financial markets and investment products. Thanh is dedicated to providing personalized financial guidance to help individuals achieve their financial goals.
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.
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.
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CA
11/06/2010 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
BC
Issued 05/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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