Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matsushita is a financial advisor who is registered with Ameriprise Financial Services, LLC. David has been in the industry since June 20, 2009. David holds Series 66, Series 7 and SIE licenses. David has a branch office in Honolulu, HI. David is also registered with the states of Colorado, District of Columbia, Hawaii, Maryland, North Carolina, and Texas. David is committed to providing clients with personalized financial advice, and has a focus on retirement planning and estate planning. David's experience and expertise can help you navigate the complexities of the financial world and achieve your 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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HI
03/28/2016 - Present
Ameriprise Financial Services, LLC (Honolulu HI)
HI
05/07/2009 - 09/02/2011
EDWARD JONES (MILILANI HI)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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