Vinicius Neves Hiratuka (CRD# 6704526) is an Investment Advisor Representative working at Elevated Retirement Financial Services in Madison, MS and has over 7 years of experience in the finance industry. Vinicius Neves Hiratuka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Retirement Financial Services | Madison, MS | Mar 2019 - Current | 5 |
| Horne Wealth Advisors, LLC | Ridgeland, MS | Aug 2016 - Mar 2019 | 2 |
| Horne LLP | Ridgeland, MS | Aug 2015 - Mar 2019 | 3 |
| Vanderbilt University | Nashville, TN | Aug 2014 - Aug 2015 | 1 |
| Kpmg Us | Nashville, TN | Jan 2015 - Mar 2015 | < 1 |
| Horne LLP | Ridgeland, MS | May 2014 - Aug 2014 | < 1 |
| Mississippi College | Clinton, MS | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- LA
- MS
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts269ACCOUNTS
-
Average Account Value$158,422
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, MS, TX
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