Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kumi? Claim Your ProfileKumi Ichikawa is a registered investment advisor representative with Golden Eagle Capital Advisors, Inc. Kumi has over 20 years of experience in the financial services industry. Kumi is a Series 7, 6, 63 and 65 licensed advisor. Kumi has worked at firms like PRUCO SECURITIES, LLC, Citigroup Global Markets Inc. and Salomon Brothers Inc. Kumi specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pooled investment vehicles and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Administrative agent
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other fiduciary services
1
2
NY
02/06/2020 - Present
Golden Eagle Capital Advisors, Inc. (New York NY)
NY
01/24/2013 - 05/25/2016
PRUCO SECURITIES, LLC. (FLUSHING NY)
NY
09/01/1998 - 01/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/03/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 12/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kumi Ichikawa is the right advisor for you? Invested Better is here to help.
