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Brandon Y k Nahale

Bankoh Investment Services, Inc.

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About Brandon Y k Nahale

Brandon Nahale is an investment advisor representative registered with Bankoh Investment Services, Inc. and is licensed in Arizona, California, Hawaii, Nevada, Oregon and Washington. Brandon has been in the industry since May 10, 2021. Prior to working at Bankoh Investment Services, Inc., Brandon worked at Mutual of Omaha Investor Services, Inc. Brandon has passed the Series 7, Series 6, Series 63 and Series 65 exams. Brandon specializes in portfolio management for businesses and individuals, as well as financial planning and the selection of other advisers.

Firm Information

Brandon Nahale is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Nahale’s Registration & Firm History

HI

08/12/2022 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

10/21/2021 - 08/10/2022

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Honolulu HI)

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Licenses & Designations

BC

Issued 12/02/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Y k Nahale.
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