Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nobuyuki? Claim Your ProfileNobuyuki Kita is a financial advisor with over 25 years of experience in the industry. Nobuyuki is currently registered with Osaic Wealth, Inc. and holds Series 3, 7, 63, and 66 licenses. Prior to joining Osaic Wealth, Inc., Nobuyuki worked for SAGEPOINT FINANCIAL, INC., AXA ADVISORS, LLC, and Ameriprise Financial Services, Inc. Nobuyuki Kita provides a range of financial services to clients including financial planning, portfolio management for individuals and businesses, and pension consulting. Nobuyuki is committed to providing his clients with the highest level of service and personalized attention.
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
HI
09/01/2023 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
08/30/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
01/20/2012 - 09/06/2013
AXA ADVISORS, LLC (HONOLULU HI)
HI
07/02/2008 - 10/28/2011
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
NY
07/11/1991 - 04/20/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/22/1987 - 02/28/1991
MANUFACTURERS HANOVER SECURITIES CORPORATION
BOTH
Issued 07/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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