Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mitsuda is a financial advisor registered with LPL Enterprise, LLC and is currently licensed in Hawaii. Jason has been in the financial services industry since 2017 and has held previous positions at Ameriprise Financial Services, LLC, Equitable Advisors, LLC and Pruco Securities, LLC. Jason has a Series 6, 7, 24, 63, and 66 licenses. Jason specializes in financial planning, portfolio management for individuals and businesses and other non-discretionary advisory services. Jason's expertise lies in providing customized financial solutions tailored to meet individual and business needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/14/2024 - Present
LPL Enterprise, LLC (SAN JOSE CA)
HI
04/13/2023 - 05/18/2023
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
01/03/2022 - 03/29/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Honolulu HI)
HI
01/14/2020 - 01/06/2022
EQUITABLE ADVISORS, LLC (HONOLULU HI)
HI
07/21/2017 - 01/23/2020
PRUCO SECURITIES, LLC. (HONOLULU HI)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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