Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rhys Yashiro is an investment advisor representative and insurance agent registered with Cetera Investment Advisers LLC, based in Honolulu, HI. Jonathan holds Series 66, Series 7 and SIE licenses and has been in the financial services industry since 2015. Previously, Jonathan was associated with VALIC Financial Advisors, Inc. and Summit Brokerage Services, Inc. Jonathan specializes in providing financial planning services, retirement planning, and investment management services to individuals and businesses. Jonathan has a strong commitment to helping clients reach 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.
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.
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2
HI
06/29/2023 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
05/25/2015 - 05/09/2019
VALIC FINANCIAL ADVISORS, INC. (HONOLULU HI)
HI
04/24/2019 - 05/08/2019
SUMMIT BROKERAGE SERVICES, INC. (HONOLULU HI)
BOTH
Issued 11/1/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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