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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Motoko Suzuki is a financial advisor associated with Raymond James Financial Services Advisors, Inc. based in Honolulu, HI. Cindy Motoko Suzuki has been in the financial services industry for 30 years. Cindy Motoko Suzuki is registered with the state of Texas as an Investment Advisor Representative and the state of Hawaii as an Investment Advisor Representative. Cindy Motoko Suzuki is also a Registered Representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
04/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (Honolulu HI)
HI
03/15/2013 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
03/06/2012 - 02/22/2013
LPL FINANCIAL LLC (HONOLULU HI)
HI
02/06/2001 - 07/19/2011
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
MA
07/13/1999 - 01/29/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/22/1993 - 06/04/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/22/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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