Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Chi hon Pai is a financial advisor at LPL Financial LLC in Irvine, CA. Raymond has been in the financial industry since 2006 and holds licenses in California. Raymond has a Series 7, Series 66, and Series 7TO license. He is also a CERTIFIED FINANCIAL PLANNER™. Raymond has experience working with individuals, families, and businesses. Raymond is committed to providing his clients with personalized financial advice and guidance. He specializes in financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/09/2022 - Present
LPL Financial LLC (IRVINE CA)
CA
07/25/2011 - 03/31/2016
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
02/22/2010 - 08/02/2011
METLIFE SECURITIES INC. (LOS ANGELES CA)
CA
12/12/2006 - 07/23/2009
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
12/12/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (IRVINE CA)
CA
09/15/2006 - 12/19/2006
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 05/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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