Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kwon Tokuuke is a financial advisor at The Rice Partnership, LLC, and Wealthjar Investment Advisory, LLC, based in Honolulu, Hawaii. Brian is a Chartered Financial Analyst, and has a Series 50 license. Brian has been in the financial services industry since 2014. Brian specializes in providing financial planning, portfolio management, and administrative services to individuals, corporations, and charitable organizations.
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.
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.
Adminstrative 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.
A percentage of the total value of assets under management is charged.
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HI
01/09/2024 - Present
THE Rice Partnership, LLC (HONOLULU HI)
BC
Issued 11/19/2016
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
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