Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Edward Choy is a financial advisor with over 30 years of experience in the industry. Carl has worked with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Financial Advisers of America, LLC. Carl is currently registered with the state of Texas and is pending registration with the state of Hawaii. Carl specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans. Carl is also a board member of the YMCA Metro. Carl is affiliated with CKW Financial Group, LLC, which is a Registered Investment Advisor that specializes in providing financial advice to individuals, businesses, and institutions. CKW Financial Group, LLC has over $1.9 billion in assets under management and is a registered investment advisor with the SEC.
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.
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.
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HI
05/08/2018 - Present
CKW Financial Group, LLC (HONOLULU HI)
HI
05/10/2013 - 12/20/2013
J.W. COLE FINANCIAL, INC. (HONOLULU HI)
HI
10/06/2011 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HONOLULU HI)
HI
10/10/2008 - 10/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
HI
04/02/2007 - 10/23/2008
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
07/15/1982 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
IA
Issued 04/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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