Unclaimed
Brandon Yoshitsugi Morita is a financial advisor with Northwestern Mutual Investment Services, LLC, located in HONOLULU, HI. Brandon has been a registered representative for over 15 years, holding both state and federal registrations. Brandon is a highly experienced professional, having passed the Series 7 and Series 66 exams, and is licensed to provide financial advice in multiple states. In addition to his work with Northwestern Mutual Investment Services, LLC, Brandon also has other business interests including a photography business and a sewing business.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
HI
02/02/2007 - Present
Northwestern Mutual Investment Services, LLC (HONOLULU HI)
WA
10/05/2006 - 11/13/2006
WADDELL & REED, INC. (TACOMA WA)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Morita is the right advisor for you? Invested Better is here to help.