Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trong? Claim Your ProfileTrong Van Presley is a financial advisor registered with Fidelity Brokerage Services LLC, an active firm in the securities industry. Trong has a strong background in the financial industry, with over 20 years of experience. He is a Series 7, Series 63, and SIE license holder. Trong has held previous roles with USAA Financial Advisors, Inc., Fidelity Investments Institutional Services Company, Inc., and Edward Jones, among other firms.
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.
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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2
TX
06/17/2019 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
05/18/2018 - 02/13/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
01/03/2012 - 01/22/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/04/2008 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
09/27/2007 - 08/20/2008
FIDELITY BROKERAGE SERVICES LLC (LEWISVILLE TX)
TX
06/05/2007 - 09/05/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/08/2004 - 05/22/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NY
06/23/2003 - 10/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/17/1998 - 06/23/2003
EDWARD JONES (ST. LOUIS MO)
MN
08/21/1998 - 08/25/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/1998 - 08/25/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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