Unclaimed
Adams Clemente Agtarap is a financial advisor at Allstate Financial Advisors, LLC with over 20 years of experience in the financial services industry. Adams has a strong understanding of investment strategies and financial planning. Adams has held previous roles at Morgan Stanley and BANCWEST INVESTMENT SERVICES, INC. Adams is a licensed investment advisor in Hawaii and holds Series 6, 7, 63 and 66 securities licenses. In addition, Adams is a National Certified Track and Field Official and is a member of the United States Anti-Doping Agency. Adams is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
HI
09/05/2024 - Present
Allstate Financial Advisors, LLC (Aiea HI)
HI
03/18/2016 - 02/20/2024
MORGAN STANLEY (Honolulu HI)
HI
04/02/2001 - 03/29/2016
BANCWEST INVESTMENT SERVICES, INC. (HILO HI)
BOTH
Issued 01/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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