Unclaimed
Laurine Ho, a Certified Financial Planner, has been working in the financial industry since 2004. Laurine is a Registered Representative with Cambridge Investment Research Advisors, Inc. Laurine's areas of expertise include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Laurine has held previous positions with Foothill Securities, Inc. and MML Investors Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
HI
01/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Honolulu HI)
HI
05/10/2007 - 09/19/2016
FOOTHILL SECURITIES, INC. (Honolulu HI)
HI
06/25/2004 - 05/17/2007
MML INVESTORS SERVICES, INC. (HONOLULU HI)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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