Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naoka? Claim Your ProfileNaoka Nakagawa is an Investment Advisor Representative with Insight Advisors, LLC. Naoka is registered with the state of New York and Pennsylvania. Naoka has been in the industry since 2002 and previously worked at Morgan Stanley and Merrill Lynch. Naoka specializes in financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
10/13/2020 - Present
Insight Advisors, LLC (White Plains NY)
NY
07/28/2011 - 10/15/2020
MORGAN STANLEY (PURCHASE NY)
NY
07/19/2002 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
BOTH
Issued 06/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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