Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kashi? Claim Your ProfileKashi Yoshikawa is a financial advisor registered with Wells Fargo Clearing Services, LLC. Kashi has been in the industry since April 2021, and is licensed in Minnesota as an Investment Advisor Representative. Kashi holds Series 7, Series 66, and SIE licenses and specializes in providing financial advice for individuals, families, and businesses. Kashi is also a member of the Board of Directors of Children's Theatre Company in Minneapolis, Minnesota, and an Investment Committee member at the Northwest Area Foundation in Saint Paul, Minnesota.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
05/10/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 05/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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