Unclaimed
Stuart Tsujimoto is a financial advisor with over 55 years of experience in the industry. Stuart is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2013. Stuart has held various positions in the financial industry, including President/Owner of APS Planning Service, Inc. Stuart is a Certified Financial Planner and holds Series 63, 24, 51, 7TO, SIE, and 1 licenses. Stuart specializes in working with individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 5/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/1975
Series 00 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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