Unclaimed
Kanani Halaki Miyahira is a financial advisor with Cetera Investment Advisers LLC. Kanani has been in the industry since 1998 and has worked with multiple firms, including LPL Financial LLC and UVEST Financial Services Group, INC. Kanani currently works at the AIEA, HI location. Kanani has a strong history of successfully serving the needs of clients, and has a wide range of investment experience and knowledge. Kanani is dedicated to building long-term relationships with her clients and helping them 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.
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.
1
2
HI
04/18/2017 - Present
Cetera Investment Advisers LLC (AIEA HI)
HI
07/05/2011 - 04/27/2017
LPL FINANCIAL LLC (PEARL CITY HI)
HI
07/13/2005 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PEARL CITY HI)
CA
05/01/2002 - 07/21/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
07/21/1998 - 05/02/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
02/11/1998 - 06/01/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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