Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Masao Umetsu is a financial advisor with Cetera Investment Advisers LLC. Sean has been in the financial services industry since 2000. Sean provides financial planning and portfolio management services to individuals, businesses, and retirement plans. Sean has a strong track record of helping clients achieve their 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
04/01/2024 - Present
Cetera Investment Advisers LLC (Honolulu HI)
HI
08/19/2013 - 03/28/2024
CUSO FINANCIAL SERVICES, L.P. (Honolulu HI)
HI
09/28/2012 - 05/10/2013
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
03/23/2011 - 09/20/2012
BANKOH INVESTMENT SERVICES, INC. (KAILUA HI)
HI
03/26/2002 - 03/22/2011
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
NE
09/07/2000 - 08/22/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 4/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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