linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Masashi Yamamoto

PFG Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Masashi? Claim Your Profile

About Masashi Yamamoto

Masashi Yamamoto is a financial advisor with PFG Advisors. Masashi has been in the financial industry since 2010. Masashi has a Series 6, 7, 63 and 65 license. Masashi also provides financial planning, pension consulting and selection of other advisers services.

Firm Information

Masashi Yamamoto is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Masashi Yamamoto’s Registration & Firm History

CA

08/14/2023 - Present

PFG Advisors (Berkeley CA)

CA

08/07/2023 - 06/14/2024

SECURITIES AMERICA, INC. (DAVIS CA)

CA

08/28/2017 - 08/10/2023

NYLIFE SECURITIES LLC (SAN JOSE CA)

CA

01/01/2010 - 08/09/2017

PRUCO SECURITIES, LLC. (SAN JOSE CA)

Not sure if Masashi Yamamoto is right for you?

Licenses & Designations

IA

Issued 08/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/31/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Masashi Yamamoto.
Not sure if Masashi Yamamoto is right for you?