Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donny? Claim Your ProfileDonny Hiroyuki Takemoto is a financial advisor with over 20 years of experience in the industry. Donny has worked with LPL Financial LLC since December 2021 and prior to that, was with Securities America, Inc. and National Planning Corporation. Donny is registered with the state of California and New York. Donny holds Series 6, 63, and SIE licenses and specializes in Financial Planning, Portfolio Management, and Investment Advisory Services. Donny has a client-focused approach to financial advising and works to understand his clients' needs and 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.
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.
1
2
CA
12/16/2021 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
10/17/2017 - 12/23/2021
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
04/30/2009 - 10/25/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
06/18/2001 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donny Takemoto is the right advisor for you? Invested Better is here to help.
