Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Somsan is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with LPL Financial LLC in Honolulu, HI. Anthony is a Series 7 and Series 66 licensed professional with a wide range of experience in providing financial advice to individuals and businesses. Anthony has previously worked with Bancwest Investment Services, Inc., UnionBanc Investment Services, LLC and American Express Financial Advisors Inc. Anthony specializes in providing investment advice, financial planning, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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HI
03/18/2008 - Present
LPL Financial LLC (HONOLULU HI)
HI
06/25/2007 - 12/11/2007
BANCWEST INVESTMENT SERVICES, INC. (KAILUA HI)
CA
01/09/2001 - 06/04/2007
UNIONBANC INVESTMENT SERVICES, LLC (PALM SPRINGS CA)
MN
10/18/2000 - 12/15/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2000 - 12/15/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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