Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trang? Claim Your ProfileTrang Banker is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages assets for individuals and institutions. Trang has been in the financial industry since 2016 and has experience with a variety of firms, including BBVA Securities Inc. and Wells Fargo Advisors. Trang holds a Series 6, Series 7 and Series 63 licenses, as well as a Series 65 license to provide investment advice. In addition to investment advice, Trang also offers financial planning services.
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.
Asset allocation 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.
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
TX
10/08/2024 - Present
Ameriprise Financial Services, LLC (THE WOODLANDS TX)
TX
11/29/2016 - 06/02/2021
BBVA SECURITIES INC. (PORT ARTHUR TX)
TX
06/06/2016 - 10/13/2016
WELLS FARGO ADVISORS, LLC (ORANGE TX)
IA
Issued 07/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Trang Banker is the right advisor for you? Invested Better is here to help.
