Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kimura is a financial advisor with Cetera Investment Advisers LLC, a firm that manages over $104 billion in assets. David has been in the industry for over 24 years. He is registered with the state of Hawaii and holds several licenses, including Series 7, Series 63, and Series 65. David is also a Certified Financial Planner (CFP®). David is passionate about helping his clients achieve their financial goals. He offers a variety of financial services, including financial planning, portfolio management, and investment management. He serves a diverse clientele including individuals, families, businesses, and institutions. He is committed to providing personalized, comprehensive, and ethical financial advice.
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
HI
04/01/2024 - Present
Cetera Investment Advisers LLC (Honolulu HI)
HI
08/19/2013 - 03/28/2024
CUSO FINANCIAL SERVICES, L.P. (Honolulu HI)
HI
01/17/2013 - 08/16/2013
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
06/15/2012 - 12/21/2012
EDWARD JONES (HONOLULU HI)
HI
07/01/2010 - 04/23/2012
ALLSTATE FINANCIAL SERVICES, LLC (HONOLULU HI)
HI
06/04/2004 - 05/06/2010
LPL FINANCIAL CORPORATION (HONOLULU HI)
CA
09/19/2000 - 06/17/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
01/14/1999 - 09/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 1/25/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kimura is the right advisor for you? Invested Better is here to help.
