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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camay? Claim Your ProfileCamay Kwong Pascucci is an investment advisor representative at Onedigital Investment Advisors. Camay has been in the financial industry for over 20 years and holds the Series 63, 65, 66 and 7 securities licenses, as well as the Series 9 and 10 principal licenses. Camay has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Camay offers a range of services, including financial planning, portfolio management, and pension consulting. Camay is a registered Investment Advisor in Massachusetts.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
07/12/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MA
11/02/2017 - 04/29/2022
PURSHE KAPLAN STERLING INVESTMENTS (Danvers MA)
MA
03/13/2017 - 11/07/2017
LPL FINANCIAL LLC (DANVERS MA)
MA
09/16/1999 - 09/11/2008
CHARLES SCHWAB & CO., INC. (BURLINGTON MA)
MA
01/04/1999 - 09/14/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
08/21/1998 - 12/31/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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