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Hirohisa James Isogawa is a registered Investment Advisor Representative with Advanced Portfolio Strategies in Torrance, CA. Hirohisa has been in the industry since 2000 and has worked for a number of firms including SCF Securities, Inc. and Centaurus Financial, Inc. before joining Advanced Portfolio Strategies. Hirohisa is a licensed Series 6 and Series 63 representative. Hirohisa specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Hirohisa also offers educational seminars.
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.
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CA
01/26/2018 - Present
Advanced Portfolio Strategies (TORRANCE CA)
CA
10/17/2006 - 09/25/2017
SCF SECURITIES, INC. (COSTA MESA CA)
CA
01/21/2003 - 09/08/2006
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
07/13/2000 - 09/20/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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