Unclaimed
Stuart Tsujimoto is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Stuart has been in the financial services industry since July 29, 1968. Stuart holds Series 63, Series 24, Series 51, Series 7, SIE, and Series 1 licenses. Stuart is also a Certified Financial Planner. Stuart has worked with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Stuart provides a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Stuart's previous experience includes positions at American Pacific Securities Corporation and Universal Heritage Investments Corporation.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (TORRANCE CA)
NA
08/20/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
07/30/1968 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/1975
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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