Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yoshimasa? Claim Your ProfileYoshimasa Hotta is a financial advisor with Cetera Investment Advisers LLC. Yoshimasa has been in the financial industry since 2001. Yoshimasa has a Series 7, Series 63, and Series 65 license. Yoshimasa is registered in California and New York. Yoshimasa specializes in providing financial planning, pension consulting, and educational seminars. Yoshimasa also provides portfolio management services for individuals and businesses. Yoshimasa is also the owner of 40% of HOTTA, LIESENBERG, SAITO LLP, a CPA firm based in Torrance, California.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
NY
12/12/2001 - 07/15/2005
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 9/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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