Kay
Matsui
Transamerica Financial Advisors, Inc
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About this Advisor
Kay Matsui is a financial advisor who works out of Honolulu, Hawaii with a total of 11 years of industry experience. Matsui is currently employed by Transamerica Financial Advisors, Inc. Matsui has gained experience at Wfg, Rental Income, Lt Services, Heartland Hife College Planning, Board Of Water Supply Commissioner, Kay Matsui LLC, Kay Matsui, P&C Agent, Kaiser Permanente, Aflac Insurance Company, Health Care, We Care Service LLC, Primary Properties Inc, Transamerica Financial Advisors, Inc, Heartland Institute Of Financial Education, Kay Matsui Associates Inc, Savvy Realty And Loans, Alliance International Realty, Humana Medicare, Aaa Care LLC, Hawaii Sister State Committee, Transamerica Employee Benefits and Union Help Hawaii LLC. Matsui has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Hawaii. Transamerica Financial Advisors, Inc is a business based out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in total assets across its 59,659 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. Transamerica Financial Advisors, Inc provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually vary depending on which service is provided. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kay Matsui Work History
Kay has been registered as a financial advisor for 11 years.*
Health Care, We Care Service LLC
Primary Properties Inc
Aflac Insurance Company
Union Help Hawaii LLC
Kaiser Permanente
Hawaii Sister State Committee
Transamerica Employee Benefits
Humana Medicare
Kay Matsui LLC
Kay Matsui, P&C Agent
Rental Income
Transamerica Financial Advisors, Inc
Wfg
Aaa Care LLC
Board Of Water Supply Commissioner
Alliance International Realty
Savvy Realty And Loans
Lt Services
Heartland Hife College Planning
Heartland Institute Of Financial Education
Kay Matsui Associates Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kay Matsui to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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