Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Hisaji Uyeda is a financial advisor who has been in the industry since September 13, 1995. Lyle is currently registered with Planmember Securities Corp. in Mililani, Hawaii. Lyle also has previous registrations with SYMETRA INVESTMENT SERVICES, INC. and SAFECO INVESTMENT SERVICES, INC. Lyle holds the Series 6, Series 63, and Series 65 licenses. Lyle has been a member of Chinen & Arinaga Financial Group since January 1995.
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.
Provides investment supervisory 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
07/01/2011 - Present
Planmember Securities Corp. (Mililani HI)
HI
11/30/2001 - 06/30/2011
SYMETRA INVESTMENT SERVICES, INC. (MILILANI HI)
CA
02/29/2000 - 12/03/2001
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MA
09/14/1995 - 03/02/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 04/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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