Kelly K. Masuda
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kelly Keichi Masuda, who also goes by Kelly K Masuda, was a registered financial professional .
Kelly is a previously registered financial professional and started their career in finance in 1993. Kelly had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 1, 2016 - July 30, 2025
EVERCLEAR INVESTMENTS, LLC
November 26, 2013 - December 31, 2015
EVERCLEAR INVESTMENTS, LLC
November 3, 2000 - April 11, 2002
CREDIT SUISSE SECURITIES (USA) LLC
September 10, 1993 - April 11, 2002
PERSHING LLC
State Registrations and Notice Filings
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Exams
Current Firm
EVERCLEAR INVESTMENTS, LLC
CRD#: 169217 / SEC#:
Contact information
Red Flags
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