Unclaimed
Evan Michael raiden Grimes is a registered investment advisor representative with Cetera Investment Advisers LLC. Evan Grimes has been in the industry since January 2024, with prior experience in various roles including working at American Savings Bank, Bank Of Hawaii, Alan Wongs Restaurant, and Maui Zipline Company. Evan Grimes holds the Series 66, Series 7TO, and SIE licenses. Evan Grimes is currently registered with the state of Hawaii.
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
04/03/2024 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
BOTH
Issued 4/2/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 9/1/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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