Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tuan? Claim Your ProfileTuan Pham is an investment advisor representative at W&S Brokerage Services, Inc. Tuan is registered with the state of Ohio and has been in the industry for over two years. Tuan has experience in both investment advisory and brokerage services. Tuan offers a variety of investment services, including portfolio management and selection of other advisors. Tuan is dedicated to helping individuals and families achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
07/25/2024 - Present
W&S Brokerage Services, Inc. (CELINA OH)
IA
Issued 07/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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