Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Yat chi Wong is an investment advisor representative registered with Buckingham Strategic Partners, LLC. Raymond has been in the industry since 2002 and is currently registered in California. Raymond has experience with Forestide Financial Services, LLC, Loring Ward Securities Inc., and E*TRADE Securities LLC. In addition to being an investment advisor representative of BAM Advisor Services, LLC., Raymond is a registered representative of Forestide Financial Services, LLC.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/03/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
10/25/2006 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
CA
01/04/2003 - 10/25/2006
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
NY
07/31/2002 - 11/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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