Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall K.k. Kakugawa is a registered investment advisor representative with Shiraishi Financial Group Advisors. Kendall has been in the industry since 2007 and holds licenses in Florida and Hawaii. Kendall is a dedicated professional with a focus on providing financial advice to individuals and high-net-worth clients. Kendall's experience spans various financial services areas, including insurance and investment advisory services. Kendall is committed to helping clients reach their financial goals through personalized financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from third-party investment advisers
1
2
HI
02/25/2014 - Present
Shiraishi Financial Group Advisors (HONOLULU HI)
HI
04/29/2013 - 12/09/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HONOLULU HI)
HI
01/23/2009 - 05/08/2013
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
01/09/2008 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (HONOLULU HI)
HI
10/25/2007 - 01/15/2008
LPL FINANCIAL CORPORATION (HONOLULU HI)
IA
Issued 10/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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