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Takashi David Okamoto

Interactive Brokers LLC

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About Takashi David Okamoto

Takashi Okamoto is a financial professional with Interactive Brokers LLC. Takashi has been in the industry since January 2018, holding the Series 99 and the Securities Industry Essentials Examination licenses. Takashi's current office is located in Greenwich, Connecticut.

Firm Information

Takashi Okamoto is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Takashi Okamoto’s Registration & Firm History

CT

01/22/2018 - Present

Interactive Brokers LLC (GREENWICH CT)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Takashi David Okamoto.
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