Unclaimed
Linda Kuratomi has been in the financial services industry since 1985. Linda is currently registered with D.a. Davidson & Co. in Pasadena, CA. Previously, Linda worked at Crowell, Weedon & Co. in Los Angeles, CA, Kemper Securities Group, Inc. in St. Louis, MO, Bateman Eichler, Hill Richards, Incorporated and Municicorp of California. Linda holds Series 7, 24, 63, 65, 99TO, and SIE licenses. Linda's current scope of registration includes 51 states.
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.
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.
1
2
CA
11/25/2013 - Present
D.a. Davidson & Co. (PASADENA CA)
CA
06/12/1993 - 02/11/2014
CROWELL, WEEDON & CO. (LOS ANGELES CA)
CA
10/24/2013 - 11/25/2013
CROWELL WEEDON & CO. (LOS ANGELES CA)
MO
09/04/1990 - 02/07/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/06/1984 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
06/20/1984 - 10/29/1984
MUNICICORP OF CALIFORNIA
IA
Issued 06/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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