Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Masumi? Claim Your ProfileMasumi Tripoli is a financial advisor at Raymond James Financial Services Advisors, Inc. Masumi has been in the financial services industry since August 1989. Prior to joining Raymond James, Masumi worked at LPL FINANCIAL LLC, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and CIGNA FINANCIAL ADVISORS, INC. Masumi holds a Series 6, 7, 22, 24, and 63 license. Masumi is registered in California and Nevada. Masumi is also a registered investment advisor. Masumi provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Masumi is also a founder and officer of the Masumi Tripoli And Mona Lisa Trioli Foundation.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
04/11/2012 - Present
Raymond James Financial Services Advisors, Inc. (Newport Beach CA)
CA
03/18/2002 - 04/12/2012
LPL FINANCIAL LLC (IRVINE CA)
IN
01/23/2002 - 03/21/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 03/21/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/02/1989 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 09/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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