Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvard? Claim Your ProfileHarvard Matsuo Sumida is a financial advisor with over 30 years of experience in the industry. Harvard is a Certified Financial Planner® and holds a Series 63, Series 7, and SIE license. Harvard has been associated with Cambridge Investment Research Advisors, Inc. since 2016. Prior to that, Harvard was associated with Foothill Securities, Inc., Royal Alliance Associates, Inc., and Soares Financial Group, Inc. Harvard has a history of providing financial advice to individuals, families, and businesses. Harvard has a strong track record of success and is committed to providing clients with personalized financial advice. Harvard is dedicated 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
HI
09/30/2016 - Present
Cambridge Investment Research Advisors, Inc. (Honolulu HI)
HI
12/20/1994 - 10/03/2016
FOOTHILL SECURITIES, INC. (Honolulu HI)
AZ
07/13/1994 - 12/20/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/23/1985 - 07/26/1994
SOARES FINANCIAL GROUP, INC.
BC
Issued 11/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Harvard Sumida is the right advisor for you? Invested Better is here to help.
