Company Information

Get to know Wiklund & Bond Financial Services, Inc

Wiklund & Bond Financial Services, Inc claims to be a global investment management firm dedicated to providing comprehensive wealth management, investment advisory, and tailored financial planning services. They state their clients include high-net-worth individuals, families, and institutions, focusing on personalized portfolio management and strategic financial guidance. However, the company is not registered with major financial authorities and has been the subject of several public warnings from regulators in the UK, Canada, Spain, and New Zealand for soliciting investors and providing financial services without the required licenses.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wiklund & Bond Financial Services, Inc

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.