Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thuan? Claim Your ProfileThuan Thi Pham is a financial advisor with over 9 years of experience in the financial services industry. Thuan Thi Pham is currently registered with Eagle Strategies LLC and has held previous positions with New York Life, NYLife Securities LLC, and Golden Bay Insurance Inc. d/b/a Golden Bay Insurance Agency. Thuan Thi Pham holds Series 6, 7TO, 63, and 66 licenses. Thuan Thi Pham offers financial planning, educational seminars, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. Thuan Thi Pham specializes in providing advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/07/2023 - Present
Eagle Strategies LLC (SAN JOSE CA)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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