Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Masanao Sakata is a financial advisor at Lion Street Financial, LLC. Scott has been in the industry for 20 years and holds Series 6, Series 63 and Series 65 licenses. He has held previous roles with World Equity Group, Inc., Benefit Finance Securities, LLC and ING Financial Partners, Inc. Scott's work experience encompasses a wide range of financial markets and regulatory environments.
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.
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.
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HI
02/01/2024 - Present
Lion Street Financial, LLC (Kamuela HI)
HI
01/31/2023 - 02/27/2024
WORLD EQUITY GROUP, INC. (KAMUELA HI)
MO
06/05/2014 - 01/27/2023
BENEFIT FINANCE SECURITIES, LLC (ST. LOUIS MO)
CT
04/14/2008 - 05/07/2008
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
04/21/1995 - 03/21/2006
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
GA
02/13/1995 - 05/31/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 06/16/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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