Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micheal? Claim Your ProfileMicheal Masaaki Ono is a financial advisor registered with NWF Advisory Services Inc. Micheal has been in the financial services industry since 1994. Micheal has a background in financial planning, portfolio management, and pension consulting. Micheal has worked for a variety of firms over the course of their career, including LPL FINANCIAL LLC, WM FINANCIAL SERVICES, INC., and R. H. YORK & COMPANY, INC. Micheal is currently registered with NWF Advisory Services Inc. Micheal provides financial advice to individuals and businesses. Micheal is committed to helping their clients reach their financial goals.
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.
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.
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2
CA
06/22/2023 - Present
NWF Advisory Services Inc. (La Mirada CA)
CA
09/05/2006 - 07/05/2023
LPL FINANCIAL LLC (LA MIRADA CA)
CA
06/15/1998 - 09/08/2006
WM FINANCIAL SERVICES, INC. (LA MIRADA CA)
KY
02/18/1998 - 06/12/1998
R. H. YORK & COMPANY, INC. (COVINGTON KY)
CA
12/03/1997 - 03/04/1998
GLOBALINK SECURITIES, INC. (PASADENA CA)
MO
10/28/1997 - 12/01/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NE
07/14/1997 - 08/18/1997
NATIONAL DISCOUNT BROKERS (OMAHA NE)
NY
12/03/1996 - 05/12/1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)
CA
08/18/1994 - 12/11/1996
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
IA
Issued 03/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/17/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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