Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Milner Ho is a financial professional with over 20 years of experience in the financial services industry. Roland currently works as a financial advisor at Cambridge Investment Research Advisors, Inc. and has a proven track record of providing comprehensive financial guidance to individuals, families and businesses. Roland is a highly experienced and knowledgeable financial advisor with extensive experience in helping clients achieve their financial 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.
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
07/23/2019 - Present
Cambridge Investment Research Advisors, Inc. (Honolulu HI)
HI
11/02/2018 - 07/23/2019
ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)
AZ
08/03/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (SCOTTSDALE AZ)
HI
09/21/2009 - 08/04/2015
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
06/13/2008 - 01/07/2009
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
10/31/2005 - 08/18/2006
AIG FINANCIAL ADVISORS, INC. (HONOLULU HI)
AZ
05/03/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
02/16/2001 - 07/11/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
GA
07/15/1999 - 11/16/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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