Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Iwalani Michi Chalaire has been in the financial industry since 2002. Jennifer has held various positions at different firms, including Royal Alliance Associates, Inc., Signator Investors, Inc., and AXA Advisors, LLC. Jennifer currently works for Cambridge Investment Research Advisors, Inc. as an investment advisor representative. Jennifer is registered in Hawaii to provide investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
HI
06/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Honolulu HI)
HI
11/02/2018 - 06/06/2019
ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)
HI
08/26/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
10/21/2002 - 08/11/2010
AXA ADVISORS, LLC (HONOLULU HI)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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