Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Hitomi Tajiri is a registered investment advisor representative. Cathy has been working in the financial services industry since 2000. Cathy has passed the Series 66, Series 7 and SIE exams. Currently, Cathy is registered as an investment advisor representative with The Rice Partnership, LLC and Wealthjar Investment Advisory, LLC. Prior to joining The Rice Partnership, LLC Cathy worked with Charles Schwab & Co., Inc. in Honolulu, HI. Cathy has also worked with American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, MN. Cathy specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
1
2
HI
04/17/2020 - Present
THE Rice Partnership, LLC (HONOLULU HI)
HI
04/26/2001 - 09/14/2018
CHARLES SCHWAB & CO., INC. (HONOLULU HI)
MN
08/04/2000 - 11/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/2000 - 11/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Cathy Tajiri is the right advisor for you? Invested Better is here to help.
