Tran Nguyen Tran
CRD Number: 7257667Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tran Nguyen Tran (CRD# 7257667) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Longmeadow, MA and has over 3 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Amherst, MA | Aug 2022 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Amherst, MA | Jun 2022 - Current | 1 |
Kay Jewelers | Nashua, NH | Apr 2016 - Feb 2024 | 7 |
Pruco Securities LLC | Flushing, NY | Jun 2020 - Jun 2022 | 2 |
The Prudential Insurance Company Of America | Flushing, NY | Jun 2020 - Jun 2022 | 2 |
Equitable Advisors LLC | New York, NY | Apr 2021 - Apr 2021 | < 1 |
C.h.robinson | Woburn, MA | Mar 2019 - Jul 2020 | 1 |
Massachusetts National Guard | Reading, MA | Apr 2018 - Dec 2018 | < 1 |
Cosmetic Dermatology And Aesthetic Laser Center | Swampscott, MA | Oct 2016 - Jun 2018 | 1 |
Salem State University | Salem, MA | Sep 2014 - May 2018 | 3 |
Makeover Shares | Boston, MA | Aug 2014 - Feb 2015 | < 1 |
Cec Entertainment | Everett, MA | Jul 2013 - Sep 2014 | 1 |
Everett High School | Everett, MA | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2020 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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