Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Truong? Claim Your ProfileTruong Thieu is an investment advisor representative with Cuso Financial Services, LP. Truong is licensed to provide securities and investment advisory services in Arkansas, California, Colorado, Florida, Hawaii, Illinois, Indiana, Maine, Missouri, Nevada, Oregon, Tennessee, and Texas. Truong has over 13 years of experience in the financial services industry. Truong has been registered with Cuso Financial Services, LP since January 2023. Previously, Truong was registered with WESCOM FINANCIAL SERVICES from November 2010 to February 2023, and with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC from April 2010 to October 2010.
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.
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.
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2
CA
01/18/2023 - Present
Cuso Financial Services, LP (Anaheim CA)
CA
11/10/2010 - 02/06/2023
WESCOM FINANCIAL SERVICES (ORANGE CA)
CA
04/21/2010 - 10/08/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN JOSE CA)
BOTH
Issued 10/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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