Unclaimed
Gary Kagimoto is an investment advisor with Park Avenue Securities LLC. Gary has been in the financial services industry since February 8, 1985. Gary is registered in California and Hawaii. Gary has passed the Series 63, Series 7 and SIE exams. Gary specializes in portfolio management for individuals, financial planning, selection of other advisors and educational seminars. Gary has experience with Guardian Investor Services Corporation and Manequity, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
05/03/1999 - Present
Park Avenue Securities LLC (HONOLULU HI)
NY
01/03/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
01/23/1985 - 12/16/1989
MANEQUITY, INC. (BOSTON MA)
BC
Issued 12/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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