Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trungkien? Claim Your ProfileTrungkien Ho is a financial advisor at U.S. Bancorp Investments, Inc. in Saint Paul, MN. Trungkien has been in the financial services industry since 2003 and has a wide range of experience. Trungkien is a registered representative and holds the Series 6, 7, 63, and SIE licenses. Trungkien is also registered with FINRA and the state of Minnesota. Trungkien specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Trungkien’s previous employers include Riversource Distributors, Inc., Ameriprise Financial Services, Inc., Waddell & Reed, Inc., and IDS Life Insurance Company.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
08/28/2020 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
01/04/2016 - 11/07/2017
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/19/2015 - 01/19/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
07/23/2010 - 04/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/11/2009 - 11/10/2009
WADDELL & REED, INC. (LAKE ELMO MN)
MN
10/14/2008 - 08/18/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/30/2003 - 05/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/26/2000 - 05/13/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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