Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bob? Claim Your ProfileBob Tetsuya Kawabe is a financial advisor with Valmark Advisers, Inc., with over 28 years of experience in the financial industry. Bob Tetsuya Kawabe has worked with various firms throughout their career, including LPL Financial LLC, NFP Securities, Inc., and MML Investors Services, Inc. Bob Tetsuya Kawabe holds Series 6, 7, 63, and 65 licenses, along with the SIE designation.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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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2
HI
03/30/2021 - Present
Valmark Advisers, Inc. (Honoulul HI)
HI
08/08/2013 - 02/12/2021
LPL FINANCIAL LLC (HONOLULU HI)
HI
01/30/2007 - 08/09/2013
NFP SECURITIES, INC. (HONOLULU HI)
HI
08/29/2001 - 02/01/2007
MML INVESTORS SERVICES, INC. (HONOLULU HI)
MA
11/30/2000 - 08/31/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
AZ
07/10/2000 - 11/30/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
05/19/1994 - 07/24/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
06/25/1993 - 11/27/1993
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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