Unclaimed
Brian Kurihara is an investment advisor representative at Level Four Advisory Services. Brian has been in the financial industry since 1982. Brian is currently registered in Arizona, Arkansas, Colorado, Florida, Hawaii, Nevada, Tennessee, and Washington. Brian's prior employment includes positions at Cantella & Co., Inc., Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., Paine Webber Incorporated, Titan/Value Equities Group, Inc. and Hart-Patterson & Associates, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
HI
12/22/2021 - Present
Level Four Advisory Services (Honolulu HI)
HI
04/19/2002 - 10/29/2019
CANTELLA & CO., INC. (HONOLULU HI)
AZ
01/31/1997 - 05/08/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
03/21/1991 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NJ
03/12/1990 - 03/08/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
01/27/1983 - 03/19/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
09/27/1982 - 11/08/1982
HART-PATTERSON & ASSOCIATES, INC.
BOTH
Issued 05/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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