Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kehaunani? Claim Your ProfileKehaunani Shayler is a financial advisor with over 30 years of experience in the industry. Kehaunani is a Registered Representative of Raymond James Financial Services Advisors, INC. Kehaunani is licensed in several states including Hawaii, California, Colorado, and Nevada. Kehaunani has previously worked at 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 offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Kehaunani's clients include individuals, families, businesses, and retirement plans. Kehaunani is committed to helping clients 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.
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 6/6/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/5/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 5/7/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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