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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davee? Claim Your ProfileDavee Nobuyoshi Hazama is an investment advisor representative with Onedigital Investment Advisors. Davee has been in the industry since 1999 and has a strong track record of helping clients achieve their financial goals. Davee is a Registered Investment Advisor with a broad range of experience in the financial services industry, including experience with financial planning, portfolio management, and investment management. Davee is a dedicated and experienced advisor who is committed to helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/16/2024 - Present
Onedigital Investment Advisors (DIAMOND BAR CA)
CA
03/19/2009 - 09/25/2017
GIRARD SECURITIES, INC. (BREA CA)
CA
10/31/2005 - 03/18/2009
SAGEPOINT FINANCIAL, INC. (BREA CA)
AZ
05/13/1999 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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