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Chikako Kashino

Cetera Investment Advisers LLC

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About Chikako Kashino

Chikako Kashino is a financial advisor with Cetera Investment Advisers LLC. Chikako has been in the financial industry since 1996. Chikako is a Certified Financial Planner. Prior to Cetera Investment Advisers, Chikako was employed with Cetera Advisor Networks LLC and Strategic Financial Alliance. Chikako specializes in providing financial planning, pension consulting, and educational seminars. Chikako holds licenses to provide investment advice in California and New Mexico.

Firm Information

Chikako Kashino is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chikako Kashino’s Registration & Firm History

CA

06/29/2023 - Present

Cetera Investment Advisers LLC (REDONDO BEACH CA)

CA

11/19/2012 - 01/02/2015

CAPITAL GUARDIAN, LLC (ORANGE CA)

CA

02/24/2011 - 11/19/2012

WOODBURY FINANCIAL SERVICES, INC. (REDONDO BEACH CA)

CA

01/31/2008 - 03/02/2011

EQUITY SERVICES, INC. (BEVERLY HILLS CA)

CA

04/05/2005 - 01/30/2008

WADDELL & REED, INC. (TORRANCE CA)

NY

07/03/2000 - 03/29/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

IA

07/15/1996 - 08/03/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 10/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/13/2000

Series 7 - General Securities Representative Examination

BC

Issued 7/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chikako Kashino. Review regulatory record here.
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