Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kinley? Claim Your ProfileKinley Kin Wong is an investment advisor representative with Osaic FA, Inc. Kinley has been in the industry since 2000 and is registered in multiple states including California, Arizona, Nevada, Louisiana, Oregon and North Carolina. Kinley has obtained the Series 6, 7, 63, and 65 licenses and is also a licensed insurance agent. Kinley provides financial planning, portfolio management, and retirement plan consulting services.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/01/2002 - Present
Osaic FA, Inc. (SAN RAMON CA)
IN
07/18/2001 - 04/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
11/20/2000 - 06/25/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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