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Jenny Matsudaira

Cetera Investment Services LLC

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About Jenny Matsudaira

Jenny Matsudaira is a financial professional with Cetera Investment Services LLC. Jenny is registered to offer investment products and services in the state of Hawaii and is currently active under the Broker-Dealer (BC) scope with the firm. Jenny passed the Securities Industry Essentials (SIE) exam and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Jenny has been in the financial industry for over 4 years.

Firm Information

Jenny Matsudaira is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jenny Matsudaira’s Registration & Firm History

HI

07/17/2019 - Present

Cetera Investment Services LLC (AIEA HI)

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Licenses & Designations

BC

Issued 07/17/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenny Matsudaira.
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