Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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HI
06/27/2019 - Present
HUI Malama Financial Advisors LLC (WAIANAE HI)
Active
Inactive
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