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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Shoji Yamane is a financial advisor registered with Equitable Advisors, LLC. Lee has been in the financial industry since September 2007. Lee is registered as a Registered Representative and Investment Adviser Representative. Lee is a registered principal for both the Municipal Securities Principal Examination and General Securities Principal Examination. Lee is also registered in Hawaii as a both a Broker-Dealer and Investment Advisor. Lee is registered to provide investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Lee is registered to offer financial planning services and educational seminars to clients. Lee has been a public notary since March 2018.
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.
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2
HI
08/17/2011 - Present
Equitable Advisors, LLC (HONOLULU HI)
BOTH
Issued 07/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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