Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Yamamura is a financial advisor registered with Cetera Investment Advisers LLC. Owen is a highly experienced financial professional with over 20 years in the industry, specializing in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Owen is committed to helping clients achieve their financial goals, both today and in the future. Owen has earned several industry certifications including Series 6, 7, 26, 63, 65, and 99TO. Owen has been associated with several firms in the past including First Allied Securities, Inc., Linsco/Private Ledger Corp., and SunAmerica Securities, Inc. Owen is dedicated to providing personalized and comprehensive financial advice to clients.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
12/03/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Honolulu HI)
HI
10/13/2000 - 12/11/2007
LINSCO/PRIVATE LEDGER CORP. (HONOLULU HI)
AZ
01/29/1999 - 09/28/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 7/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 1/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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