Unclaimed
Andrei Ichinose is a financial advisor registered with Edward Jones. Andrei is licensed to provide investment advice in Hawaii and Texas. Andrei has been active in the financial services industry since 2014. Prior to joining Edward Jones, Andrei worked for Cetera Investment Services LLC, Bankoh Investment Services, Inc., and Morgan Stanley.
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.
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.
See schedule d - miscellaneous
1
2
HI
01/30/2020 - Present
Edward Jones (WAIPAHU HI)
HI
02/20/2019 - 12/23/2019
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
07/31/2017 - 02/07/2019
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
09/26/2013 - 07/29/2016
MORGAN STANLEY (HONOLULU HI)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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