Phong Truong

Current Employers

Employment History

• 01/2015 → 03/2017
  Mml Investors Services
  Mechanicsburg, PA
• 01/2016 → 01/2017
  Keller Williams Of Central Pa
  Harrisburg, PA
• 12/2014 → 12/2016
  Mass Mutual
  Mechanicsburg, PA
• 06/2018 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Camp Hill, PA
• 03/2017 → 06/2018
  Edward Jones
  Camp Hill, PA
• 07/2018 → 08/2021
  Bank Of America, N.A.
  Camp Hill, PA
• 08/2021 → 07/2023
  Edward Jones
  St. Louis, MO
• 07/2023 → 08/2023
  Horace Mann Companies
  Springfield, IL
• 07/2023 → 08/2023
  Horace Mann Investors Inc
  Springfield, IL
• 09/2023 → 03/2024
  Allstate Insurance Company
  Indian Harbour Beach, FL
• 10/2020 → Present
  Cocoa Beach Jr/Sr High School
  Cocoa Beach, FL
• 04/2023 → 01/2024
  Brevard Soccer Academy
  W Melbourne, FL
• 03/2024 → Present
  Arbor Financial Services
  Melbourne, FL
• 04/2024 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2023-09-27 → 2024-03-19
  Allstate Financial Advisors, Llc
  Indiane Harbour Beach, FL
• 2021-08-16 → 2023-07-19
  Edward Jones
  Viera, FL
• 2018-06-01 → 2021-08-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Camp Hill, PA
  Cocoa Beach, FL
• 2017-07-24 → 2018-06-04
  Edward Jones
  Mechanicsburg, PA
  St Louis, MO
  Camp Hill, PA
  Mechanicsburg, PA
  Dillsburg, PA

Other Businesses

1. COCOA BEACH JR/SR HIGH SCHOOL. POSITION: Varsity Coach NATURE: Train Jr & Sr High School student athletes soccer skills and coach games. NON- INVESTMENT RELATED: ADDRESS: 1500 Minutemen Causeway, Cocoa Beach FL 32931. START DATE: 10/01/2020. This does not encompass any business hours. 2. Arbor Financial Services - Fixed Insurance and Fixed Annuity Sales. Investment related. Start Date 03/2024. 6555 N. Wickham Road Suite 101 Melbourne, Florida 32940. Sales of Fixed Insurance and Fixed Annuity products. This encompasses approximately 50% of business hours. 3. Arbor Financial Services. Client Service Advisor. Investment related. Start Date 03/2024. 6555 N. Wickham Road Suite 101 Melbourne, Florida 32940. Assisting new and current clients with Investment Advisory and Fixed Insurance services. This encompasses approximately 50% of business hours. 4. Retirement Income Source. - DBA. Investment related. Start Date 04/2024. 6555 N. Wickham Road Suite 101 Melbourne, Florida 32940. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. This does not encompass any business hours. 5. Florida Youth Soccer Association. POSITION: Coach NATURE: Train Jr & Sr High School student athletes soccer skills and coach games. NON- INVESTMENT RELATED: ADDRESS: 2828 Lake Myrtle Park Rd, Auburndale, FL 33823. START DATE: 11/7/2024. This does not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-20
• S63 Uniform Securities Agent State Law Examination
  2010-01-28

Other Names

• Phong Tan Truong
• Phong T Truong