Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yoshikazu Arakaki is a financial advisor who has been in the industry since 1997. David is currently registered with Planmember Securities Corp. and is licensed to provide financial advice in California, Hawaii, Missouri and Washington. David is also a Registered Investment Advisor in Hawaii. David has experience with various financial products and services, including fixed and health insurance products, financial education presentations, and investments. David specializes in working with individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
07/01/2011 - Present
Planmember Securities Corp. (Mililani HI)
HI
02/16/2007 - 06/30/2011
SYMETRA INVESTMENT SERVICES, INC. (MILILANI HI)
HI
06/12/2000 - 12/31/2006
PRINCOR FINANCIAL SERVICES CORPORATION (HONOLULU HI)
NH
05/06/1998 - 06/01/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
02/17/1994 - 11/08/1994
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 06/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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