Unclaimed
Bryan Isamu Azuma is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor headquartered in Schaumburg, IL. Bryan has been in the financial services industry since September 21, 1988. Bryan holds the Series 6, 7, 63, and 65 licenses. Bryan is a licensed financial advisor in California, Hawaii, Oregon, and Washington. Bryan Azuma specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
HI
08/10/2023 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
09/22/1988 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HONOLULU HI)
IA
Issued 6/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2010
Series 7 - General Securities Representative Examination
BC
Issued 9/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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