Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yen? Claim Your ProfileYen Phuong is a registered investment advisor representative with Key Investment Services LLC. Yen has been in the financial services industry since December 2021. Yen is registered with the state of Oregon, as well as Arizona, California, Nevada, New Mexico, Utah, and Washington. Yen holds the Series 66, Series 7, and SIE exams. Yen's specialties are investment advisory services and financial planning.
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.
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OH
01/31/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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