Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Tamotsu Iritani has been in the financial services industry since 1994. Stuart is currently registered with Osaic Wealth, Inc. in California. Stuart has a strong track record of providing investment advice to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc. Stuart worked for Woodbury Financial Services, Inc., LPL Financial LLC, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stuart is committed to providing clients with personalized financial planning and investment management services that meet their individual needs.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (DANVILLE CA)
CA
08/08/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DANVILLE CA)
CA
04/04/2007 - 09/08/2014
LPL FINANCIAL LLC (SAN RAMON CA)
CA
04/02/2004 - 04/12/2007
CITIGROUP GLOBAL MARKETS INC. (PLEASANTON CA)
NY
09/07/1994 - 04/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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