Abel Soares (CRD# 7043532) is an Investment Advisor Representative working at Hui Malama Financial Advisors LLC in Waianae, HI and has 1 year of experience in the finance industry. Abel Soares has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Hale Keiki School | Honolulu, HI | Jun 2021 - Current | 2 |
| Hui Malama Life And Financial Coaching, LLC | Waianae, HI | Jul 2018 - Current | 5 |
| Hui Malama Tax & Accounting, LLC | Waianae, HI | Jul 2018 - Current | 5 |
| Hui Malama Financial Advisors, LLC | Waianae, HI | Jul 2018 - Current | 5 |
| Ekolu Tax & Consulting, Pllc | Waianae, HI | Sep 2015 - Current | 8 |
| Hi Demand Transport Services, LLP | Honolulu, HI | Oct 2018 - Dec 2021 | 3 |
| Byu-hawaii | Laie, HI | Jan 2019 - May 2021 | 2 |
| Idaloha Inc. | Boise, ID | Mar 2017 - Dec 2020 | 3 |
| Defense Contract Audit Agency | Rockville, MD | Sep 2015 - Aug 2016 | < 1 |
| Deloitte | Arlington, VA | Sep 2014 - Sep 2015 | 1 |
| Unemployed | Columbia, SC | Jan 2014 - Aug 2014 | < 1 |
- HI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
HI
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