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 with over 13 years of experience in the industry. Ross is currently registered with Cetera Investment Advisers LLC in Mililani, HI. Ross has been with Cetera Investment Advisers LLC since March 2024. Prior to joining Cetera Investment Advisers LLC, Ross worked for CUSO Financial Services, LP and Cetera Investment Services LLC. Ross holds the Series 6, 7, 63, and 65 licenses. Ross has a wide range of experience providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Ross is committed to providing his clients with personalized financial advice that meets their unique needs. Ross is a highly experienced financial advisor who can help you achieve your 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
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 12/1/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2014
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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