Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Nishimoto is a financial advisor with Osaic Wealth, Inc. based in Honolulu, Hawaii. Alan has been in the financial services industry since October 26, 1984 and has a strong track record of success. Alan has a wide range of experience in providing investment advisory services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
HI
06/14/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
02/22/2007 - 06/14/2024
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
05/07/1996 - 02/20/2007
SUNSET FINANCIAL SERVICES, INC. (HONOLULU HI)
CA
09/13/1989 - 02/20/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
10/07/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
11/21/1986 - 09/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/26/1984 - 12/05/1986
TRANSAMERICA FINANCIAL RESOURCES, INC.
BC
Issued 02/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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