Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Kingsfield is an investment advisor representative with Pbmares Wealth Management LLC. Raymond Kingsfield has been in the industry since 1998 and has experience in various sectors. Raymond Kingsfield has a strong track record of providing investment advice to individuals and families. Raymond Kingsfield is a chartered financial analyst and has a strong understanding of financial markets. Raymond Kingsfield is also an experienced real estate investor and developer.
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
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.
1
2
IL
01/30/2013 - Present
Pbmares Wealth Management LLC (CHICAGO IL)
CA
10/08/2007 - 04/27/2009
LYNX CAPITAL, LLC (MORAGA CA)
CA
12/08/2005 - 10/03/2007
KAIZAN CAPITAL CORP. (SAN RAMON CA)
NJ
11/12/2003 - 05/06/2004
BERGEN CAPITAL, INC. (HASBROUCK HEIGHTS NJ)
CA
08/21/2000 - 06/16/2003
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
MA
02/10/1998 - 09/13/2000
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Raymond Kingsfield is the right advisor for you? Invested Better is here to help.
