Unclaimed
Saki Kurose is an Investment Advisor Representative associated with Omega Wealth Management LLC in Arlington, VA. Saki is a Certified Financial Planner™ professional and holds the Series 65 license. Saki has been in the financial services industry since 2020 and is registered with the states of Texas and Virginia. Saki's areas of expertise include retirement planning, college savings, and estate planning. Saki specializes in working with high-net-worth individuals and families. In addition to Saki's professional experience, Saki also holds a passion for music and has a long history of playing the violin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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VA
08/08/2022 - Present
Omega Wealth Management LLC (ARLINGTON VA)
IA
Issued 08/19/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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