Unclaimed
Raylun Golay is an investment advisor representative with Charles Schwab & CO., Inc., located in Phoenix, AZ. Raylun has been in the industry since February 5, 2020, and has experience with both Charles Schwab & CO., Inc., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Raylun has a Series 66, Series 7TO, and SIE license. Raylun also manages real estate properties.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
01/03/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
01/24/2020 - 05/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 03/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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