Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Han Yun is a financial advisor with Raymond James Financial Services Advisors, Inc. located in HONOLULU, HI. Steven has been in the financial services industry since 2013. Steven's previous employment includes positions at Bancwest Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds Series 66, SIE, and Series 7 licenses. Steven has specialized in providing financial services for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
05/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
06/24/2014 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
02/10/2012 - 09/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
BOTH
Issued 03/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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