Amy HamasakiCRD Number: 3134169
Current Firm: Origin Financial
Amy Hamasaki (CRD# 3134169) is an Investment Advisor Representative working at Origin Financial in San Francisco, CA and has over 22 years of experience in the finance industry. Amy Hamasaki 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Origin Financial||Winter Park, CO||Sep 2021 - Current||< 1|
|Mountain Wealth Planning||Winter Park, CO||Oct 2020 - Current||1|
|Mariner Wealth Advisors||Highlands Ranch, CO||Feb 2019 - Sep 2020||1|
|Block Advisors||Lone Tree, CO||Dec 2017 - Jan 2019||1|
|Unemployed/stay-at-home Mother||Castle Pines, CO||Apr 2014 - Dec 2017||3|
|Massive Ventures, LLC||San Angelmo, CA||Apr 2008 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MI, MN, MS, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA
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