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Abel Soares

HUI Malama Financial Advisors LLC

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About Abel Soares

Abel Soares is a Certified Financial Planner™ professional with experience in the financial services industry. Abel is currently registered as an Investment Advisor Representative with Hui Malama Financial Advisors LLC, a firm that provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals. Abel holds a license in the state of Hawaii. In addition to their work with Hui Malama Financial Advisors, Abel also has experience in accounting, tax preparation, and life, financial, and executive coaching.

Firm Information

Abel Soares is currently registered with HUI Malama Financial Advisors LLC. HUI Malama Financial Advisors LLC is a financial advisor specializing in financial planning, pension consulting, and educational seminars. They offer portfolio management for individuals and provide selection of other advisors services. They are based in Honolulu, Hawaii.

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Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abel Soares’s Registration & Firm History

HI

06/27/2019 - Present

HUI Malama Financial Advisors LLC (WAIANAE HI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abel Soares.
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