Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Chan is an active financial advisor at Farmers Financial Solutions, LLC. He is located in Belmont, CA and has been in the financial services industry since December 18, 1997. Raymond Chan holds a Series 7, Series 63, and SIE license. He is registered with FINRA and the state of California. Raymond Chan previously worked at Quick & Reilly, Inc. and Prudential Securities Incorporated.
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.
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.
1
2
CA
11/21/2003 - Present
Farmers Financial Solutions, LLC (BELMONT CA)
NY
07/23/2001 - 11/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/18/1997 - 06/21/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Chan is the right advisor for you? Invested Better is here to help.
