Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kenji Takanishi is a financial advisor who has been in the industry since November 2011. Chad is currently registered with Osaic Wealth, Inc. and has previously worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc, and Northwestern Mutual Investment Services, LLC. Chad has a Series 6, 7, 63 and 66 license. Chad works with a variety of clients, including individuals, families, trusts, and businesses.
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.
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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2
HI
03/15/2017 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
05/13/2016 - 03/16/2017
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
08/01/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
HI
10/10/2011 - 07/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HONOLULU HI)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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