Pearl Martin Hebert

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About Pearl Martin Hebert

Pearl M Hebert is a highly knowledgeable and accomplished female financial advisor with a passion for helping individuals and families achieve their financial goals. With decades of experience in the industry, she has developed a deep understanding of various aspects of personal finance, including investments, retirement planning, estate planning, and risk assessment. She is also proficient in working with federal employees and has provided educational workshops for various federal agencies in Hawaii. Throughout her career, Pearl has worked with clients from diverse backgrounds, providing them with tailored solutions and empowering them to make informed decisions about their financial future. Her approach is centered around building strong and trusting relationships with her clients, ensuring that their unique needs and aspirations remain at the forefront of every financial plan she creates.

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General Information

CRD#

4645598

Firm CRD#

30833

Insurance License#

305648

Name of Broker/Dealer

Centaurus Financial Inc

States Licensed in

HI, CA, TX, OR, NV

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Federal Employees both GS and WG Levels

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

LUTCF^®

Securities Licenses

Series 6, Series 26, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Disability, Property, Casualty, Accident, Life, Health, Annuity

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee, Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891541/paladinregistry-Wealth-Planning-Hawaii-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Wealth Planning Hawaii