Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kenji Michishima is a financial advisor who has been in the industry since 1998. James is currently registered with Planmember Securities Corp. James has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension plans. James has a Certified Financial Planner designation. James has been involved with the University of Hawaii System since 1991 as a part-time lecturer. James is also the owner of a certified public accounting firm. James holds a Series 7, Series 63 and SIE licenses. James is a licensed advisor in California, Hawaii, Nevada, Virginia, and Washington.
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.
Provides investment supervisory 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
CA
07/01/2011 - Present
Planmember Securities Corp. (CARPINTERIA CA)
HI
10/21/2002 - 06/30/2011
SYMETRA INVESTMENT SERVICES, INC. (MILILANI HI)
MA
04/20/1998 - 09/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/20/1998 - 09/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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