Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyly? Claim Your ProfileLyly Obayashi is an active advisor with over 20 years of experience in the financial industry. Lyly is registered with Cambridge Investment Research Advisors, Inc. in Hawaii and Texas. Lyly's previous employment includes Royal Alliance Associates, Inc., Signator Investors, Inc., LPL Financial Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Lyly offers financial planning, pension consulting, educational seminars, and market timing services. Lyly holds Series 6, Series 63, and Series 65 securities licenses.
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
07/09/2024 - Present
Cambridge Investment Research Advisors, Inc. (Honolulu HI)
HI
11/02/2018 - 07/23/2019
ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)
HI
07/07/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
06/26/2009 - 07/02/2010
LPL FINANCIAL CORPORATION (HONOLULU HI)
HI
08/02/2004 - 07/08/2009
METLIFE SECURITIES INC. (HONOLULU HI)
NY
08/02/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
08/11/2003 - 06/07/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/11/2003 - 06/07/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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