Unclaimed
Trang Hoang Minh is a financial advisor with J.P. Morgan Securities LLC. Trang has been in the financial services industry for 8 years and has a wide range of experience in providing financial advice. Trang is registered to offer investment advice in both Texas and Washington. Trang has a number of certifications and licenses, including Series 66, Series 7 and SIE. Trang is committed to providing their clients with the highest quality of financial advice and 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
07/09/2024 - Present
J.p. Morgan Securities LLC (Bellevue WA)
WA
01/26/2023 - 11/22/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Bellevue WA)
NY
01/29/2021 - 10/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WA
11/11/2015 - 03/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KENT WA)
WA
08/12/2014 - 11/02/2015
TD AMERITRADE, INC. (BELLEVUE WA)
WA
03/18/2014 - 08/14/2014
ING FINANCIAL PARTNERS, INC. (BELLEVUE WA)
BOTH
Issued 04/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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