Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micah? Claim Your ProfileMicah Kekoa Wang is a financial advisor with over 5 years of experience in the industry. Micah is currently registered with LPL Financial LLC and holds licenses in multiple states including Hawaii, Texas and more. Micah is also a Chartered Financial Consultant. Micah's previous experience includes working with Securities America, Inc. in Kailua Kona, HI. Micah's clients include individuals, families, corporations, and charitable organizations. Micah specializes in financial planning, portfolio management, and retirement planning. Micah's clients appreciate his knowledge and experience in the industry, as well as his personalized approach to financial advice.
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
03/25/2019 - 05/09/2024
SECURITIES AMERICA, INC. (KAILUA KONA HI)
BOTH
Issued 04/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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