Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Kiyoshiro Arakaki is a financial advisor with Schwab Wealth Advisory, Inc. Kelly has been in the industry since 1995 and has experience with a variety of financial products and services. Kelly is registered with the state of Arizona. In addition to the Schwab Wealth Advisory, Inc., Kelly has previously worked at USAA Financial Advisors, Inc., MML Investors Services, Inc., Morningstar Investment Services, Inc., Tower Square Securities, Inc., Sun Life of Canada (U.S.) Distributors, Inc., Pilgrim Securities, Inc., National Planning Corporation, Jackson National Life Distributors, Inc., Jackson National Financial Services, Inc. and SunAmerica Securities, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/03/2021 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
04/13/2010 - 12/02/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MA
04/25/2006 - 04/28/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IL
03/22/2004 - 01/18/2006
MORNINGSTAR INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
05/31/2002 - 12/31/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
08/24/1999 - 04/17/2002
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CT
07/29/1998 - 05/10/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
CA
02/16/1998 - 08/05/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TN
08/01/1996 - 03/15/1998
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
12/21/1995 - 08/01/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
AZ
12/07/1994 - 12/20/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
02/25/1993 - 05/02/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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