Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Yukie Shigeta is a financial advisor with over 25 years of experience in the industry. Valerie is currently registered with LPL Financial LLC in Honolulu, HI. Valerie has also held previous positions at FSC Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Financial Network Investment Corporation. Valerie specializes in providing financial planning and investment advice to individuals, businesses, and corporations.
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
11/22/2024 - Present
LPL Financial LLC (HONOLULU HI)
CA
10/09/2003 - 10/11/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
05/11/1999 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
07/09/1997 - 04/06/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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