Unclaimed
Eric Miyamoto is a financial professional with over 5 years of experience in the industry. Eric is currently registered with Cetera Investment Advisers LLC, located in Schaumburg, IL. Eric has previously worked at Morgan Stanley and LPL Financial LLC. Eric holds the Series 66, Series 7TO, and SIE licenses.
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.
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2
HI
06/29/2023 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
09/30/2019 - 01/03/2023
MORGAN STANLEY (Honolulu HI)
HI
02/15/2019 - 10/28/2019
LPL FINANCIAL LLC (HONOLULU HI)
BOTH
Issued 5/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 2/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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