Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatsuji? Claim Your ProfileTatsuji Suzuki is a financial advisor with Cetera Investment Advisers LLC, located in Los Angeles, CA. Tatsuji has been in the financial services industry since July 1999. Tatsuji is registered in 6 states: California, Hawaii, Massachusetts, Michigan, New York. Tatsuji has passed the Series 6, 7, 63, and 65 exams and is also a registered Investment Advisor. Tatsuji provides financial planning, pension consulting, educational seminars, and portfolio management services. Tatsuji also sells fixed insurance, such as life, health, annuities, and long-term care insurance.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
NY
07/27/1999 - 06/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/27/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
01/11/1999 - 01/29/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/11/1999 - 01/29/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 5/8/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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