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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Wong is a financial advisor with over 20 years of experience in the industry. He currently works with Osaic Wealth, Inc., a firm with over 40,000 clients, headquartered in Scottsdale, Arizona. Kevin is registered in California and Hawaii, and has a broad range of experience in financial planning, portfolio management and pension consulting. Kevin holds Series 6, 7, 63 and 66 licenses. He is committed to providing comprehensive financial advice and personalized service to his clients. Kevin is known for his expertise in financial planning, portfolio management, and retirement planning. He is also a strong advocate for diversity in finance. Kevin's previous experience includes working with Woodbury Financial Services, Inc., and Berthe, Fisher & Company Financial Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
05/01/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
07/02/2009 - 05/05/2020
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Sacramento CA)
CA
10/01/2001 - 07/07/2009
LPL FINANCIAL CORPORATION (SACRAMENTO CA)
BOTH
Issued 05/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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