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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Isamu Yokoyama is a financial advisor at MML Investors Services, LLC, a financial services firm with offices in Springfield, Massachusetts. Jonathan Yokoyama has been in the financial services industry since 2015 and holds Series 6, 7, 63, and 66 securities licenses. Jonathan Yokoyama is registered with the state of California and Texas. Jonathan Yokoyama provides financial planning, portfolio management, and pension consulting services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
10/04/2023 - Present
MML Investors Services, LLC (LA JOLLA CA)
CA
11/26/2019 - 03/03/2020
BANKERS LIFE SECURITIES, INC. (Corona CA)
CA
12/09/2015 - 10/10/2019
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
03/02/2015 - 12/04/2015
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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