Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Felte is a financial advisor at LPL Financial LLC. Lillian has been in the financial industry for over 10 years, with experience at both LPL Financial LLC and Securities America, Inc.. Lillian is licensed to provide financial advice in the state of Hawaii, and holds the Series 6, Series 63, and SIE licenses. Lillian specializes in a wide range of financial planning services for individuals and businesses, including portfolio management, retirement planning, and insurance. Lillian is committed to providing her clients with personalized financial advice to help them achieve their goals.
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.
1
2
HI
05/09/2024 - Present
LPL Financial LLC (KAILUA-KONA HI)
HI
03/21/2024 - 05/09/2024
SECURITIES AMERICA, INC. (KAILUA KONA HI)
HI
02/08/2014 - 06/06/2023
LPL FINANCIAL LLC (KAILUA KONA HI)
BC
Issued 02/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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