Unclaimed
Alvin Matsuno is a registered investment advisor with Avantax Investment Services, Inc. Alvin has been in the industry since 1986 and holds licenses in Arizona, California, Colorado, and Hawaii. Alvin is Series 6 and Series 63 licensed.
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.
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CA
01/06/1986 - Present
Avantax Investment Services, Inc. (TORRANCE CA)
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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