Unclaimed
Maston Thornton is a financial advisor registered in Nevada with Kamichu Wealth Management LLC. Maston specializes in financial planning, portfolio management for individuals and businesses. Maston has been working in the industry since 2000 and has experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maston is also a Certified Financial Planner.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NV
06/22/2018 - Present
Kamichu Wealth Management LLC (LAS VEGAS NV)
NV
05/08/2009 - 06/25/2018
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NV
07/07/2000 - 05/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Maston Thornton is the right advisor for you? Invested Better is here to help.