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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kingston? Claim Your ProfileKingston Julio Wong is a financial advisor with over 20 years of experience in the industry. Currently, Kingston Julio Wong is registered with Stonex Advisors Inc. in Birmingham, Alabama. Prior to joining Stonex Advisors Inc. Kingston Julio Wong was a registered representative with Quest Capital Strategies, Inc. in Laguna Hills, California. Kingston Julio Wong also holds a Series 65 - Uniform Investment Adviser Law Examination, and a Series 63 - Uniform Securities Agent State Law Examination, as well as a Series 26 - Investment Company Products/Variable Contracts Principal Examination. Kingston Julio Wong specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Kingston Julio Wong offers financial planning services, portfolio management for individuals and businesses, and pension consulting.
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.
Financial consulting services
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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2
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
10/29/2018 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
01/05/2016 - 10/31/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
09/18/2013 - 11/09/2015
PARKLAND SECURITIES, LLC (IRVINE CA)
CA
10/01/2012 - 08/09/2013
J.P. MORGAN SECURITIES LLC (GARDENA CA)
CA
01/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GARDENA CA)
CA
02/23/2007 - 02/27/2009
FARMERS FINANCIAL SOLUTIONS, LLC (SIMI VALLEY CA)
CA
01/09/2003 - 01/17/2007
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/01/2001 - 12/13/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
01/17/2001 - 08/24/2001
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
MA
02/10/1999 - 01/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/10/1999 - 01/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
09/08/1998 - 01/18/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NJ
11/14/1997 - 06/10/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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