Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Rikio Yamaguchi is a financial advisor registered with Cetera Investment Advisers LLC. Grant has been in the financial industry since January 11, 2008 and has experience working at various firms, including Summit Brokerage Services, Inc. and LPL Financial LLC. Grant is a Certified Financial Planner and has a broad set of licenses, including the Series 7, Series 63, and Series 65. In addition to his work as a financial advisor, Grant is also a lifeguard and is involved in real estate. Grant's experience and qualifications make him well-equipped to provide financial advice to individuals and businesses.
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.
1
2
HI
08/22/2024 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
03/18/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (HONOLULU HI)
HI
08/20/2010 - 02/28/2019
LPL FINANCIAL LLC (HONOLULU HI)
HI
12/10/2007 - 08/03/2010
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 08/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Yamaguchi is the right advisor for you? Invested Better is here to help.
