Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vy? Claim Your ProfileVy Dang is a registered representative with J.p. Morgan Securities LLC. Vy has been in the securities industry since August 12, 2018, and is currently registered in 17 states including California, Texas, Arizona, Colorado, Florida, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Washington and Wisconsin. Vy holds a Series 6, Series 63 and SIE license. Vy specializes in providing financial planning, pension consulting, and selection of other advisers services. Vy is also a registered representative for JPMorgan Chase Bank, N.A. Vy has experience with various client types, including high-net-worth individuals, corporations, and pension plans.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
11/11/2024 - Present
J.p. Morgan Securities LLC (Santa Clara CA)
BC
Issued 08/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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