Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Kazumi Yanabu is a financial advisor with Cetera Investment Advisers LLC. Kyle has been in the industry for 17 years. Kyle is registered to offer investment advice in Hawaii, Massachusetts, Nevada and Oregon. Kyle also holds the following licenses: Series 6, Series 7 and Series 65. Kyle has previously worked at Summit Brokerage Services, Inc., VSR Financial Services, Inc., Questar Capital Corporation and Signator Investors, Inc. Kyle's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
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.
1
2
HI
06/29/2023 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (HONOLULU HI)
HI
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
11/24/2014 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
11/15/2011 - 11/11/2014
QUESTAR CAPITAL CORPORATION (HONOLULU HI)
HI
10/17/2006 - 11/07/2011
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 7/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Yanabu is the right advisor for you? Invested Better is here to help.
