Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satoru? Claim Your ProfileSatoru Orlandella Asato is a financial advisor at Raymond James Financial Services Advisors, Inc. Satoru has been in the industry since 1993 and has a wide range of experience in financial planning, investment management, and retirement planning. Satoru holds a Series 7, Series 63, Series 66, and Series 53 license. Satoru is also a Certified Financial Planner. Satoru is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals. Prior to joining Raymond James Financial Services Advisors, Inc., Satoru worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co., Incorporated.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
08/17/2021 - Present
Raymond James Financial Services Advisors, Inc. (BLOOMINGTON MN)
NY
04/12/2002 - 01/09/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/21/1989 - 08/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/22/1985 - 12/31/1988
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 03/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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