Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valri? Claim Your ProfileValri Kazuko misawa Murata is a financial professional with over 30 years of experience in the securities industry. Valri is currently registered with Osaic Wealth, Inc. in Honolulu, HI. Valri holds licenses for Series 6, 7, and 63 exams and the Securities Industry Essentials (SIE) exam. Valri has a diverse background in the securities industry, having previously worked for Securities America, Inc. and Foothill Securities, Inc. Valri is dedicated to providing comprehensive financial planning and investment management services to individuals, businesses, and charitable organizations.
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
HI
06/14/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
05/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
12/08/2016 - 06/30/2017
SECURITIES AMERICA, INC. (WAIPAHU HI)
HI
10/14/1997 - 12/08/2016
FOOTHILL SECURITIES, INC. (WAIPAHU HI)
GA
03/15/1990 - 10/20/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
07/27/1988 - 03/17/1990
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 08/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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