Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Yoshihiro Kira is a financial advisor with over 26 years of experience in the industry. Steven is currently registered with LPL Financial LLC in Waialua, HI. Steven has been registered with LPL Financial LLC since May 2024. Previously, Steven was registered with LINCOLN FINANCIAL SECURITIES CORPORATION in Waialua, HI, from September 2004 to May 2024. Steven has also held previous registrations with SIGNATOR INVESTORS, INC. in Boston, MA, PRINCOR FINANCIAL SERVICES CORPORATION in Des Moines, IA, and PRUCO SECURITIES CORPORATION in Newark, NJ. Steven holds a Series 6, 7, 63 and 65 licenses and the SIE exam. Steven also holds a Series 6 license. Steven offers financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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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HI
05/16/2024 - Present
LPL Financial LLC (WAIALUA HI)
HI
09/03/2004 - 05/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (WAIALUA HI)
MA
03/26/2001 - 01/26/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
02/14/2000 - 03/15/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
07/17/1997 - 02/09/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
10/17/1996 - 06/23/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 01/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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