Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Kitazaki is a financial advisor with Cetera Investment Services LLC. Steve has been in the industry since 2008 and holds a Series 6, Series 63 and SIE license. Steve is registered to do business in Hawaii. Previously, Steve was registered with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and STATE FARM VP MANAGEMENT CORP..
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.
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.
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HI
04/18/2017 - Present
Cetera Investment Services LLC (MILILANI HI)
HI
07/05/2011 - 04/27/2017
LPL FINANCIAL LLC (MILILANI HI)
HI
03/12/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
HI
11/05/2007 - 09/25/2008
STATE FARM VP MANAGEMENT CORP. (MILILANI HI)
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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