Unclaimed
Shunsuke Fukushi is a financial advisor with over 18 years of experience in the industry. Shunsuke is currently registered with Independent Financial Group, LLC and holds both Series 6 and Series 7 licenses. Shunsuke is a Certified Financial Planner and specializes in providing financial planning, investment management, and retirement planning to individuals, corporations, and charitable organizations. Shunsuke has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice. Shunsuke previously worked at Centaurus Financial, Inc. and has experience in both advisory and brokerage services. Shunsuke is dedicated to building long-term relationships with clients and providing them with the guidance they need to make sound financial decisions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/22/2022 - Present
Independent Financial Group, LLC (TORRANCE CA)
CA
04/19/2005 - 05/01/2018
CENTAURUS FINANCIAL, INC. (TORRANCE CA)
IA
Issued 03/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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