Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viet? Claim Your ProfileViet Nguyen is a financial advisor with over 11 years of experience in the financial services industry. Viet is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since October 2017. Viet is a licensed securities professional in the state of New Jersey and Pennsylvania. Viet holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam. In addition to the above licenses and qualifications, Viet provides financial advice to a broad range of clients, including individuals, corporations, and charitable organizations. Viet specializes in providing financial planning, portfolio management, and investment advisory services. Viet's experience and expertise have been gained from previous roles with Citizens Securities, Inc., and Wells Fargo Advisors, LLC. Viet has a strong track record of providing sound financial advice to clients, helping them reach 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Compensation from affiliates
1
2
NJ
10/30/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Mt. Laurel NJ)
PA
10/23/2013 - 09/25/2017
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
04/30/2012 - 09/20/2013
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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