Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yukari? Claim Your ProfileYukari Tracy Taguchi is a financial advisor in San Diego, CA with over 20 years of experience in the financial services industry. Yukari is a registered representative of SCF Investment Advisors, Inc., a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Yukari has a wide range of experience in the industry, having previously worked for SCF Securities, Inc., and PFS Investments Inc. Yukari is also a registered investment advisor representative in Washington.
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
08/14/2013 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
CA
11/23/2004 - 10/17/2005
SCF SECURITIES, INC. (SAN DIEGO CA)
GA
12/05/2001 - 11/09/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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