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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aric? Claim Your ProfileAric Noboru Koshiyama is a financial advisor with LPL Financial LLC. Aric has been in the industry since 1998. Aric is licensed to provide securities and advisory services in 20 states. Aric has a Series 7, 63, 65 and 24 licenses. Aric is committed to providing his clients with personalized financial advice and investment strategies. Aric helps clients with financial planning, portfolio management, and retirement planning. Aric has experience working with high-net-worth individuals, businesses, and retirement plans. Aric has worked at a number of different firms throughout his career. Aric's current location is at 2020 Harbison Dr., Vacaville, CA 95687, but he has also worked out of Folsom, CA.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
05/10/2013 - Present
LPL Financial LLC (VACAVILLE CA)
CA
09/04/2002 - 09/13/2007
XCU CAPITAL CORPORATION, INC. (VACAVILLE CA)
IA
02/25/2002 - 09/12/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MT
07/12/2001 - 02/08/2002
D.A. DAVIDSON & CO. (GREAT FALLS MT)
NJ
03/21/2000 - 03/27/2001
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
NJ
08/21/1996 - 01/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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