Unclaimed
Guy Masaji Masuda is a registered representative with Raymond James Financial Services Advisors, Inc. Guy Masuda is a financial professional with over 30 years of experience in the industry. Guy Masuda's expertise includes financial planning, pension consulting, and portfolio management. Guy Masuda also provides educational seminars to clients. Guy Masuda has previously worked with Wedbush Securities Inc. and Morgan Stanley DW Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
11/01/2017 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
04/22/2005 - 11/02/2017
WEDBUSH SECURITIES INC. (HONOLULU HI)
NY
05/23/1989 - 04/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 03/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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