Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rylen? Claim Your ProfileRylen Yamamoto is an investment advisor representative with Onedigital Investment Advisors and Integrated Wealth Concepts LLC. Rylen has been in the financial services industry since 2012. Rylen has a strong background in financial planning and portfolio management. Rylen holds the Series 6, 7, 63, and 65 licenses. Rylen is also a registered investment advisor in Hawaii. Rylen's focus is on helping individuals and families achieve their financial goals. Rylen provides a variety of financial services, including retirement planning, college savings, and investment management. Rylen is dedicated to providing personalized service to each client.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
12/03/2018 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
HI
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Honolulu HI)
HI
02/28/2018 - 01/11/2019
LPL FINANCIAL LLC (HONOLULU HI)
HI
02/08/2012 - 03/05/2018
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 05/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rylen Yamamoto is the right advisor for you? Invested Better is here to help.
