Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Tatsuo Kumasaki is a financial advisor who has been working in the industry since 2011. Currently, Ross is registered with Cetera Investment Advisers LLC. Prior to that, Ross was registered with CUSO FINANCIAL SERVICES, L.P., CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC and MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Ross holds Series 6, 7, 63 and 65 licenses and has several years of experience in providing financial planning and portfolio management services to individuals, corporations, and retirement plans.
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
03/28/2024 - Present
Cetera Investment Advisers LLC (Mililani HI)
HI
03/23/2020 - 03/28/2024
CUSO FINANCIAL SERVICES, L.P. (Honolulu HI)
HI
04/18/2017 - 02/18/2020
CETERA INVESTMENT SERVICES LLC (WAHIAWA HI)
HI
02/19/2013 - 04/27/2017
LPL FINANCIAL LLC (HONOLULU HI)
HI
12/17/2010 - 02/28/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HONOLULU HI)
IA
Issued 12/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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