Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seitoku? Claim Your ProfileSeitoku Takahashi is a financial advisor with over 23 years of experience in the industry. Seitoku is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in several states, including Hawaii, Texas, and California. Since 2017, Seitoku has been affiliated with First Hawaiian Bank, offering a wide range of financial services to clients. Prior to joining Raymond James, Seitoku worked with Cetera Investment Services LLC, LPL Financial LLC, and UVEST Financial Services Group, Inc. Seitoku has earned the Series 6, 7, 63, 65 and 66 licenses, as well as the SIE exam.
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
HI
04/13/2020 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
04/18/2017 - 11/01/2017
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
07/05/2011 - 04/27/2017
LPL FINANCIAL LLC (HONOLULU HI)
HI
07/13/2005 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
CA
05/01/2002 - 07/20/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
03/25/2002 - 05/01/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
09/22/1999 - 03/20/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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