Unclaimed
Tinh Trong Vu is a financial advisor with over 10 years of experience in the financial services industry. Tinh has a wide range of experience working with individuals, families, businesses, and charitable organizations. Tinh has worked at several firms, including Woodbury Financial Services, Inc., Hornor, Townsend & Kent, Inc., and Princor Financial Services Corporation. Currently, Tinh is registered with Osaic Wealth, Inc. Tinh is a Certified Financial Planner and a Chartered Financial Consultant. Tinh can provide a variety of financial services, including financial planning, portfolio management, and investment advice.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
01/19/2024 - Present
Osaic Wealth, Inc. (TUKWILA WA)
WA
07/27/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TUKWILA WA)
WA
10/31/2014 - 08/07/2018
HORNOR, TOWNSEND & KENT, INC. (SEATTLE WA)
WA
04/10/2014 - 11/06/2014
PRINCOR FINANCIAL SERVICES CORPORATION (SEATTLE WA)
IA
Issued 09/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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