Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Yoshihiro Sato is a financial advisor with Osaic Wealth, Inc. Gordon has been in the industry since 1984 and holds Series 7 and 63 securities licenses and the SIE designation. Gordon is also a Certified Financial Planner™ professional. Gordon's experience includes working with Transamerica Financial Advisors, Inc, Signator Investors, Inc, and other firms. Gordon is registered to provide investment advisory services in both California and Hawaii. Gordon also serves as an insurance agent for several companies.
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.
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.
1
2
HI
03/15/2017 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
05/13/2016 - 03/16/2017
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
HI
04/04/1989 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (HONOLULU HI)
CA
09/01/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
11/17/1986 - 04/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/26/1984 - 12/04/1986
TRANSAMERICA FINANCIAL RESOURCES, INC.
BC
Issued 09/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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