Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Katsumi Kagimoto is an investment professional with over 25 years of experience in the financial services industry. Kyle is currently registered with LPL Financial LLC and holds a variety of licenses, including Series 6, 7, 63, and 66. Kyle is based in HONOLULU, HI. Kyle has previously worked with several other firms including Raymond James Financial Services, Inc., Cetera Investment Services LLC, Morgan Stanley, Bankoh Investment Services, Inc., and Duerr Financial Corporation. Kyle provides a variety of financial services including consulting, financial planning, portfolio management, and pension consulting.
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
01/07/2025 - Present
LPL Financial LLC (HONOLULU HI)
HI
12/21/2017 - 03/14/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
04/18/2017 - 12/22/2017
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
12/15/2016 - 04/27/2017
LPL FINANCIAL LLC (HONOLULU HI)
HI
09/11/2015 - 12/15/2016
MORGAN STANLEY (HONOLULU HI)
HI
05/26/2004 - 09/11/2015
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
CA
05/01/2002 - 05/27/2004
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
07/21/1998 - 05/01/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
08/05/1997 - 07/27/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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