Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Maria carcueva Sakamoto is a financial professional with over 15 years of experience in the financial services industry. Evelyn is currently registered with LPL Financial LLC, a well-known financial services firm. Evelyn's previous experience includes positions at IFMG Securities, INC. and DFC Investor Services. Evelyn holds the Series 6, Series 63 and SIE licenses and is currently registered in Hawaii. Evelyn's focus is on providing financial advice and portfolio management services to individual clients.
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
03/04/2008 - Present
LPL Financial LLC (HONOLULU HI)
NY
08/01/2007 - 03/04/2008
IFMG SECURITIES, INC. (PURCHASE NY)
HI
12/12/2003 - 08/10/2007
DFC INVESTOR SERVICES (HONOLULU HI)
BC
Issued 01/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Evelyn Sakamoto is the right advisor for you? Invested Better is here to help.
