Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kehaunani? Claim Your ProfileKehaunani Frank Shayler is a financial advisor with over 30 years of experience in the industry. Kehaunani is currently registered with Raymond James Financial Services Advisors, Inc., a firm with a large presence in the financial services industry. Prior to working with Raymond James, Kehaunani was employed with several other firms, including BANCWEST INVESTMENT SERVICES, INC., MUTUAL SECURITIES, INC., BA INVESTMENT SERVICES, INC., GNA SECURITIES, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, FIRST INTERSTATE CAPITAL MARKETS, INC., and GFC SECURITIES CORPORATION. Kehaunani is a licensed investment advisor in Hawaii. Kehaunani provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Kehaunani is also a registered principal with Raymond James.
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
05/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
03/29/1999 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
CA
05/06/1998 - 04/06/1999
MUTUAL SECURITIES, INC. (CAMARILLO CA)
CA
10/22/1992 - 05/05/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
10/17/1989 - 10/20/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
03/07/1987 - 01/12/1988
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
NA
10/06/1986 - 03/17/1987
FIRST INTERSTATE CAPITAL MARKETS, INC.
NA
03/21/1985 - 12/03/1985
GFC SECURITIES CORPORATION
IA
Issued 06/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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