Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thao? Claim Your ProfileThao Da Pham is an investment advisor representative with Summitry, LLC, a Registered Investment Advisor. Thao is a Certified Financial Planner and has been in the industry since 2015. Thao has a Series 7, SIE and Series 66 licenses and has experience working with individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Thao provides financial planning, selection of other advisors, and portfolio management services to clients.
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.
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.
Strategic management for diversified investment portfolios.
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
01/06/2024 - Present
Summitry, LLC (San Mateo CA)
TX
09/02/2015 - 11/28/2018
FSC SECURITIES CORPORATION (HOUSTON TX)
BOTH
Issued 07/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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