Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Keichi Masuda is an Investment Advisor Representative with Everclear Investments, LLC. Kelly has been registered as an Investment Advisor since February 1, 2016, with the state of California. Kelly is also a registered representative with a Series 7 license and has been in the financial services industry since 1993. Kelly's experience includes working at Donaldson, Lufkin & Jenrette Securities Corporation and Credit Suisse First Boston Corporation. Currently, Kelly is the Chief Investment Officer for Caruso Affiliated.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Everclear Investments, LLC (Los Angeles CA)
NY
11/03/2000 - 04/11/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
09/10/1993 - 04/11/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 08/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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