Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kenji Okamoto is an investment advisor representative registered with LPL Financial LLC. Sean has been in the financial services industry since 2002 and has experience with Raymond James Financial Services, Inc. and Bancwest Investment Services, Inc. Sean holds the Series 6, 7, 63, and 65 licenses. Sean also earned the SIE designation. Sean is based in Honolulu, Hawaii.
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.
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2
HI
03/15/2023 - Present
LPL Financial LLC (HONOLULU HI)
HI
05/03/2017 - 03/13/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
04/19/2011 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
08/07/2009 - 11/13/2009
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
07/13/2005 - 07/16/2009
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
CA
05/01/2002 - 07/21/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
01/30/2002 - 05/01/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
Issued 06/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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