Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thiensa? Claim Your ProfileThiensa T. Nguyen is a financial professional with over 20 years of experience in the financial services industry. Nguyen is currently registered with Summit Global Investments, LLC, and has a broad range of experience, including serving as an Investment Adviser Representative (IAR) for Summit Global Investments, LLC, and a Sales Agent for both non-variable insurance and estate planning. Nguyen has also held positions at Transamerica Financial Advisors, Inc., World Group Securities, Inc. and WMA Securities, Inc. Nguyen has a strong track record of success in helping clients achieve their financial goals and objectives. Nguyen is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Analytical services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
09/19/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
TX
01/06/2012 - 09/11/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
GA
04/13/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
02/04/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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