Marie
Iwasaki
Nwf Advisory Services Inc
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About this Advisor
Marie Iwasaki is a financial advisor operating out of Honolulu, Hawaii. Iwasaki is currently employed by Nwf Advisory Services Inc. The advisor has gained experience at Portraits Of America, Department Of Education - Roosevelt High School, Pearl Harbor Naval Base, Security Support Branch, David Takagi (Takagi & Takagi), Imperial Gallery and Royal Alliance Associates, Inc. Iwasaki has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Hawaii. Nwf Advisory Services Inc is an advisory firm that has its headquarters in Los Angeles, CA. The investment advisory business has offices in 37 locations and just three advisors. It has $3 billion in total assets between its 6,090 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Nwf Advisory Services Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nwf Advisory Services Inc Brokerage Details
$2,864,723,851
3
6,090
$470,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Marie Iwasaki Work History
Marie has been registered as a financial advisor for 0 years.*
Royal Alliance Associates, Inc
David Takagi (Takagi & Takagi)
Imperial Gallery
Pearl Harbor Naval Base, Security Support Branch
Portraits Of America
Department Of Education - Roosevelt High School
Portraits Of America
*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 Marie Iwasaki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nwf Advisory Services Inc
Los Angeles, CA
Irvine, CA
Menlo Park, CA
Honolulu, HI
Kingsburg, CA
San Diego, CA
Newport Beach, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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