Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamalu? Claim Your ProfileKamalu Glover penjemane Kaluhiokalani is a financial advisor at Raymond James Financial Services Advisors, Inc. Kamalu has been in the financial industry for over 10 years. They have a Series 7, Series 66, and SIE licenses and has experience working for Merrill Lynch, Pierce, Fenner & Smith Incorporated as well as Bank of America, N.A. Kamalu provides portfolio management services to individuals, businesses, and pension plans. They are also able to provide financial planning, educational seminars, and selection of other advisors. Kamalu is registered in several states including Arizona, California, Colorado, Florida, Hawaii, Kentucky, Maryland, Missouri, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Virginia, and Washington.
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
10/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (KANEOHE HI)
UT
09/19/2016 - 03/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
BOTH
Issued 10/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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