linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Okamoto

EQ Wealth Management

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

About Michael Okamoto

Michael Okamoto is a financial advisor registered with EQ Wealth Management in Seattle, Washington. Michael has been in the industry since 2014 and holds the Series 63, Series 66, and Series 7 licenses as well as the SIE. Michael has previously worked at Fidelity Brokerage Services LLC in TUKWILA, WA. Michael specializes in working with High Net Worth Individuals, Individuals Other Than High Net Worth, Charitable Organizations, and Pooled Investment Vehicles. Michael and EQ Wealth Management can help with financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Michael Okamoto is currently registered with EQ Wealth Management. EQ Wealth Management is an investment advisor headquartered in with 6 investment adviser representatives. The firm has $593,745,099 in regulatory assets under management and provides services such as financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

$593.75M

Assets Under Management

Not reported

Total Clients

9

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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

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.

Michael Okamoto’s Registration & Firm History

WA

06/28/2024 - Present

EQ Wealth Management (Seattle WA)

WA

04/23/2014 - 07/09/2024

FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)

Not sure if Michael Okamoto is right for you?

Licenses & Designations

BOTH

Issued 11/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Okamoto.
Not sure if Michael Okamoto is right for you?