Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Yoshio Kinjo is a financial advisor with Eagle Strategies LLC. Raymond has been in the financial services industry since 2002 and holds Series 6, 7, 55, 63, and 66 licenses. Raymond specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. Raymond has been registered with Eagle Strategies LLC since 2014. Prior to that, Raymond was registered with KBS Capital Markets Group LLC, AXA Distributors, LLC, and NYLIFE Securities Inc.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
12/22/2017 - Present
Eagle Strategies LLC (YORBA LINDA CA)
CA
10/10/2007 - 06/30/2008
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
NC
07/05/2005 - 09/05/2007
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
08/13/2002 - 07/07/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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