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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Y Hoshino is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the industry since 1997 and has a wide range of experience. Kevin has a strong focus on investments, specializing in a variety of areas, including: securities, investment advisory, and financial planning. Kevin holds several licenses and registrations, including Series 63, 65, 66, 7, 9, 10, 24, 25, 55, and SIE, and is registered with the state of Hawaii and Texas. Kevin is committed to providing personalized financial advice and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
HI
08/06/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HONOLULU HI)
CA
01/20/1995 - 12/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/18/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 01/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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