Unclaimed
Corey Kamehaiku is a financial professional with over 7 years of experience in the industry. Corey is currently registered with Cetera Investment Advisers LLC and has been associated with the firm since September 2022. Previously, Corey was employed with First Allied Securities, Inc. from November 2016 to September 2022. Corey is licensed to provide investment advice in California and Texas. Corey is also a Registered Representative in California, Nevada, New Mexico, Texas, Virginia, and Washington. Corey holds Series 7, SIE, and Series 99 licenses and has a broad range of experience providing financial advice to individuals, families, businesses, and charitable organizations. Corey is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
1
2
CA
05/24/2024 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
CA
10/16/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SACRAMENTO CA)
CA
04/22/2017 - 05/17/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 7/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 5/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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