Unclaimed
Russell Yoshimi Hoota is an Investment Advisor Representative with Ameritas Advisory Services, LLC. Russell has been in the industry since April 22, 1986 and is registered in Hawaii and Texas. Russell also holds Series 7, 24, 53, and 63 licenses. Russell's previous experience includes working for Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Russell specializes in financial planning, pension consulting, and portfolio management.
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.
Solicitor fees
1
2
HI
11/01/2021 - Present
Ameritas Advisory Services, LLC (Honolulu HI)
AZ
11/19/1989 - 01/09/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/23/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 04/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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