Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaelene? Claim Your ProfileKaelene Kauionalani Wong is a financial advisor with LPL Financial LLC. Kaelene has been in the financial industry since 2008 and has a Series 66 and Series 7 license. Kaelene is registered in California, Hawaii, Idaho, and New York. Kaelene has also held previous positions with MSI Financial Services, Inc., Edward Jones, Signator Investors, Inc., MML Investors Services, LLC, and Lincoln Financial Securities Corporation. Kaelene is also the owner of Hi-Rizers and Kae Wong, LLC.
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
07/30/2024 - Present
LPL Financial LLC (KANEOHE HI)
HI
04/27/2018 - 05/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (KANEOHE HI)
HI
03/25/2017 - 05/04/2018
MML INVESTORS SERVICES, LLC (HONOLULU HI)
HI
06/16/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/31/2010 - 06/17/2014
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
05/15/2008 - 02/05/2010
EDWARD JONES (HONOLULU HI)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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