Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Kenichi Hara is a financial advisor registered in the state of Hawaii. Dan has been active in the financial industry since October 2000. Dan currently works for Osaic Wealth, Inc. and has previously worked for Woodbury Financial Services, Inc. and Washington Square Securities, Inc. Dan holds the following licenses: Series 63, Series 66, Series 7, and SIE. Dan specializes in working with individuals and families, businesses, charitable organizations, pension and profit-sharing plans, investment companies, and pooled investment vehicles.
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
01/19/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
04/08/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HONOLULU HI)
CT
10/27/2000 - 04/15/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 06/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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