Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomoko? Claim Your ProfileTomoko Koyama is a financial advisor at Fidelity Personal And Workplace Advisors in Campbell, CA. Tomoko has over 17 years of experience in the financial services industry. Tomoko holds Series 7, Series 63, and Series 66 licenses. Tomoko has previously worked at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, UBS Financial Services Inc., and Ameriprise Financial Services, Inc. Tomoko specializes in providing financial planning, portfolio management, and educational seminars. Tomoko also provides advisory services to individuals, businesses, and institutions.
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.
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
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
12/14/2019 - 10/30/2022
J.P. MORGAN SECURITIES LLC (SAN RAFAEL CA)
CA
01/15/2014 - 12/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
12/17/2009 - 10/23/2013
MORGAN STANLEY (SAN FRANCISCO CA)
CA
11/08/2006 - 12/21/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
MN
12/19/2005 - 03/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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