Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Masato Nakada is an investment advisor representative with LPL Financial LLC. Cole has been in the financial services industry since 2008, and has experience working with Signator Investors, Inc. and OSAIC WEALTH, INC. Cole holds Series 6, 7, 63, and 65 licenses, and the SIE exam. Cole is currently registered in California, Hawaii, Illinois and Oregon.
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.
Consulting and other non-discretionary advisory services
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.
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2
HI
11/02/2023 - Present
LPL Financial LLC (HONOLULU HI)
HI
11/02/2018 - 11/07/2023
OSAIC WEALTH, INC. (HONOLULU HI)
HI
09/08/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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