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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kitashima is a financial advisor with over 40 years of experience in the industry. Cheryl currently works at Centaurus Financial, Inc. in Seattle, WA. Cheryl has been registered with the state of Washington since 2005, and is also registered with the state of California, Oregon, Utah, Virginia and Alaska. She specializes in providing financial planning services to individuals, corporations, and other businesses. In addition to the Centaurus Financial, Inc. location in Seattle, Cheryl also works at the Anaheim, CA location of Centaurus Financial, Inc. Cheryl is also a Certified Financial Planner. Cheryl is a well-respected advisor in the community and has a proven track record of success.
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.
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2
WA
06/20/2005 - Present
Centaurus Financial, Inc. (Seattle WA)
WA
02/06/1998 - 06/20/2005
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
UT
03/05/1990 - 02/19/1998
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
AZ
11/19/1989 - 03/15/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/10/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/15/1985 - 10/17/1986
FSC SECURITIES CORPORATION
NA
04/29/1981 - 03/01/1985
WADDELL & REED, INC.
BC
Issued 11/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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