Steven Yun (CRD# 6011169) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Honolulu, HI and has over 12 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu, HI | May 2017 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Honolulu, HI | May 2017 - Current | 6 |
| First Hawaiian Advisors Dba | Honolulu, HI | May 2017 - Current | 6 |
| First Hawaiian Bank | Honolulu, HI | Feb 2013 - Current | 11 |
| Bancwest Investment Services, Inc. | Honolulu, HI | Jun 2014 - May 2017 | 2 |
| Unemployed | Honolulu, HI | Nov 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- HI
-
Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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