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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Satoshi Shirakata is a financial advisor who has been active in the industry since 1994. Mark works at Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Mark has a wide range of experience working with clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Mark provides various financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark also works with pension consulting and educational seminars.
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.
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2
HI
03/15/2017 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
05/13/2016 - 03/16/2017
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
HI
02/21/1994 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (HONOLULU HI)
BC
Issued 01/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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