Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Takamatsu is a financial advisor currently associated with Empower Advisory Group, LLC. Matthew has been working in the financial industry since September 27, 2012, and has experience with a variety of firms including Voya Financial Advisors, Inc., Charles Schwab & Co., Inc., Wells Fargo Advisors, UBS Financial Services Inc., and Ameriprise Financial Services, Inc. Matthew holds the Series 7, Series 66 and SIE licenses. Matthew specializes in Retirement Planning, College Savings Plans and Estate Planning. Matthew's current firm, Empower Advisory Group, LLC, is a registered investment advisor with offices in Greenwood Village, CO and Honolulu, HI. The firm manages approximately $134,279,160,181 in client assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
HI
01/09/2020 - 10/19/2022
VOYA FINANCIAL ADVISORS, INC. (HONOLULU HI)
HI
12/13/2016 - 12/02/2019
CHARLES SCHWAB & CO., INC. (Honolulu HI)
HI
08/16/2016 - 12/05/2016
WELLS FARGO ADVISORS (HONOLULU HI)
HI
08/22/2014 - 08/18/2016
UBS FINANCIAL SERVICES INC. (HONOLULU HI)
HI
08/06/2012 - 08/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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