Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Kimura is a financial advisor with LPL Financial LLC, based in HONOLULU, HI. Kurtis has been in the financial industry since 1986 and has a wide range of experience with various financial institutions. Kurtis has held registrations with several firms, including WORLD GROUP SECURITIES, INC., VALIC FINANCIAL ADVISORS, INC., ALLSTATE FINANCIAL SERVICES, LLC, AXA ADVISORS, LLC, and BANKOH INVESTMENT SERVICES, INC. Kurtis is licensed to provide financial advice in both California and Hawaii. Kurtis Kimura offers financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
HI
01/01/2025 - Present
LPL Financial LLC (HONOLULU HI)
HI
12/01/2010 - 09/22/2011
WORLD GROUP SECURITIES, INC. (WAIPAHU HI)
HI
09/21/2009 - 05/03/2010
VALIC FINANCIAL ADVISORS, INC. (HONOLULU HI)
HI
07/12/2007 - 10/01/2009
ALLSTATE FINANCIAL SERVICES, LLC (HONOLULU HI)
HI
07/06/2006 - 07/06/2007
AXA ADVISORS, LLC (HONOLULU HI)
HI
10/03/1994 - 07/05/2006
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
MA
06/16/1994 - 09/30/1994
PNMR SECURITIES, INC. (BOSTON MA)
GA
04/02/1992 - 12/31/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
12/01/1988 - 05/21/1992
DERAND/PENNINGTON/BASS, INC.
NA
09/13/1985 - 12/07/1988
E. A. BUCK CO., INC.
BOTH
Issued 11/22/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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