Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett Imamura is a financial professional with over 24 years of experience in the financial services industry. Jarrett is currently registered with LPL Financial LLC in Honolulu, Hawaii. Jarrett is also registered as an investment advisor representative in California and Hawaii. Jarrett has held previous registrations with Cetera Investment Services LLC, UVEST Financial Services Group, Inc., and Princor Financial Services Corporation. Jarrett holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Jarrett is a Chartered Financial Consultant. Jarrett specializes in financial planning, retirement planning, and investment management. Jarrett's primary focus is on helping individuals and families achieve their financial goals.
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.
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2
HI
10/01/2018 - Present
LPL Financial LLC (HONOLULU HI)
HI
04/18/2017 - 10/02/2018
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
07/05/2011 - 04/27/2017
LPL FINANCIAL LLC (HONOLULU HI)
HI
04/21/2011 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
HI
11/30/2010 - 04/25/2011
LPL FINANCIAL LLC (HONOLULU HI)
HI
12/04/2003 - 12/07/2010
PRINCOR FINANCIAL SERVICES CORPORATION (HONOLULU HI)
NY
12/11/2001 - 11/11/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/17/1998 - 11/07/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/17/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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