Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Truong is a financial advisor who has been in the industry since 2013. Tony is registered with Thrivent Investment Management Inc. Tony's office is located in San Diego, California. Tony is licensed to provide financial advice in a number of states including Alaska, Arizona, California, Idaho, Missouri, North Carolina, Ohio, Oregon, Texas, and Washington. Tony has a Series 7, Series 66 and SIE securities license.
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.
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
09/23/2020 - Present
Thrivent Investment Management Inc. (San Diego CA)
BOTH
Issued 05/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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