Unclaimed
Jimmy Edward Rhymer is a financial advisor with over 20 years of experience in the industry. Jimmy has worked with a variety of firms, including Bancwest Investment Services, Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., and Raymond James Financial Services Advisors, Inc., his current firm. Jimmy is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is registered in Arizona, California, Colorado, Georgia, Hawaii, Illinois, Massachusetts, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon, Texas, Virginia, and Washington. Jimmy specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. He is dedicated to helping clients 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
04/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
12/20/2011 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
07/05/2011 - 12/21/2011
LPL FINANCIAL LLC (HONOLULU HI)
HI
11/05/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
HI
04/18/2007 - 10/19/2009
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
01/01/2001 - 05/19/2006
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
IA
Issued 03/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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