Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carissa? Claim Your ProfileCarissa Leimomi lai kah Chang is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Honolulu, HI. Chang joined the firm in June 2020 and is also a Bank Associate at First Hawaiian Bank. She is a registered representative and has been in the industry for 3 years. Chang holds a Series 7TO and SIE and is licensed in HI. She has experience working with a range of clients, including individuals, corporations, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
10/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Honolulu HI)
BC
Issued 09/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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