Years of Experience
5-20+ Years
WALNUT CREEK, CA
38 Years Experience
1 Disclosures
ADVISOR BIO
Raymond Preston is a financial advisor with Equitable Advisors, LLC. Raymond has been in the financial services industry since 1986 and holds a Series 6, 7, 63, and 65 licenses. Raymond works with individuals, businesses, and charitable organizations providing financial planning, investment management, and other related services. Raymond is registered in Alaska, California, Georgia, Indiana, Louisiana, Nevada, New Mexico, North Carolina, Oregon, and Texas.
SPECIALIZATIONS
NEWPORT BEACH, CA
32 Years Experience
1 Disclosures
ADVISOR BIO
Raymond Morales Lejano is a financial advisor with UBS Financial Services Inc. based in Newport Beach, California. Raymond has been in the financial industry since 1992. Raymond is registered with the state of California as an Investment Advisor Representative. Raymond is also licensed in several other states. Raymond has a strong background in financial planning and portfolio management and offers a variety of services to individual and institutional clients.
SPECIALIZATIONS
SAN RAMON, CA
38 Years Experience
1 Disclosures
ADVISOR BIO
Raymond Jung is a financial advisor with over 36 years of experience in the financial services industry. Raymond is registered with Osaic Wealth, Inc. in California and Texas. Raymond has a strong track record of helping individuals and families achieve their financial goals. Raymond specializes in providing financial planning, portfolio management, and pension consulting services.
SPECIALIZATIONS
Irvine, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Raymond Dietz is an investment advisor representative at Osaic Wealth, Inc., based in Irvine, CA. Raymond has been in the financial industry since 1999, and holds a Series 7, Series 63, and Series 65 licenses. Raymond's experience includes investment advisory services to individuals and businesses, financial planning, and pension consulting. Raymond also provides educational seminars and selects other advisors as needed.
SPECIALIZATIONS
BREA, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Raymond Pastor Feliciano is a financial advisor registered with Wells Fargo Clearing Services, LLC in Brea, CA. Raymond has been in the industry since January 28, 2019, and has been registered with Wells Fargo Clearing Services, LLC since October 31, 2017. Raymond holds Series 6, SIE, and Series 63 licenses.
SPECIALIZATIONS
SAN DIEGO, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Raymond Lawrence Fischer is a financial advisor at LPL Financial LLC. Raymond has been in the financial services industry since December 4, 2011 and is registered to offer securities and investment advisory services in Arizona and California. Previously, Raymond worked at First Allied Securities, Inc. and Securities America, Inc. Raymond has earned the Series 66, Series 7 and SIE licenses.
SPECIALIZATIONS
LOS ANGELES, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Raymond Wyman Chow is a registered investment advisor representative with Wedbush Securities Inc. Raymond has been in the securities industry since August 28, 1997. Raymond holds a Series 7, Series 63, and Series 65 licenses. Raymond has worked at Wedbush Securities Inc. since March 20, 2008. Prior to that, Raymond was registered with M.L. Stern & Co., LLC. in Sacramento, California. Raymond's specializations include providing financial planning, portfolio management for individuals and businesses, and pension consulting. Raymond's experience and expertise help individuals and businesses achieve their financial goals.
SPECIALIZATIONS
San Diego, CA
0 Disclosures
ADVISOR BIO
Raymond Mark Wernig is a Certified Financial Plannerâ„¢ professional with extensive experience in the financial industry. Raymond is currently registered as an Investment Advisor Representative with Corient, a firm that provides a variety of investment advisory services. With experience at Dowling & Yahnke, LLC and Corient, Raymond brings a wealth of knowledge and expertise to his clients.
SPECIALIZATIONS
SAN DIEGO, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Raymond George Seifritz is a financial advisor with over 15 years of experience in the industry. Raymond is currently registered with LPL Financial LLC in San Diego, CA. Raymond has a wide range of experience working with individuals, corporations, and other organizations. Raymond has a strong track record of providing financial advice and investment management services. Raymond holds several professional designations, including Chartered Financial Consultant. Raymond is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
Raymond Gin is a financial advisor with Farther, a firm headquartered in San Francisco, CA. Raymond has been in the industry since December 2019 and has been with Farther since April 2022. Raymond holds Series 7 and 66 licenses, as well as the Securities Industry Essentials Examination. Previously, Raymond was a financial advisor with Citigroup Global Markets Inc. and FSC Securities Corporation. Raymond's advisory services include financial planning, pension consulting, publication of periodicals, and portfolio management for individuals.
SPECIALIZATIONS