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Trang thuy Thi Nguyen

U.s. Bancorp Investments, Inc.

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About Trang thuy Thi Nguyen

Trang thuy Thi Nguyen is a financial professional with over 4 years of experience in the industry. Trang thuy Thi Nguyen is currently registered with U.s. Bancorp Investments, Inc. and is located in Morgan Hill, California. Prior to joining U.s. Bancorp Investments, Inc., Trang thuy Thi Nguyen was registered with CETERA INVESTMENT SERVICES LLC and UNIONBANC INVESTMENT SERVICES, LLC. Trang thuy Thi Nguyen holds the Series 63, SIE and Series 6 licenses.

Firm Information

Trang thuy Nguyen is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Trang thuy Nguyen’s Registration & Firm History

CA

04/03/2023 - Present

U.s. Bancorp Investments, Inc. (Morgan Hill CA)

CA

04/07/2022 - 03/23/2023

CETERA INVESTMENT SERVICES LLC (SAN JOSE CA)

CA

02/08/2022 - 04/26/2022

UNIONBANC INVESTMENT SERVICES, LLC (SAN JOSE CA)

CA

08/02/2018 - 04/22/2021

J.P. MORGAN SECURITIES LLC (SAN JOSE CA)

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Licenses & Designations

BC

Issued 07/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trang thuy Thi Nguyen.
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