Unclaimed
Deane Endo is a financial advisor who has been in the industry since 2008. Deane is currently registered with LPL Financial LLC in Honolulu, HI, and is licensed to provide investment advice in 14 states. Deane has passed the Series 66, Series 7, Series 24, and SIE exams. Deane's previous experience includes working for Edward Jones. Deane also offers non-variable insurance services including life insurance and long-term care insurance.
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.
Consulting and other non-discretionary advisory 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.
1
2
HI
02/07/2012 - Present
LPL Financial LLC (HONOLULU HI)
HI
07/21/2008 - 02/08/2012
EDWARD JONES (HONOLULU HI)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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