Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Lum is a financial advisor with Bankoh Investment Services, Inc. in Honolulu, HI. Danielle has been in the industry since 2019 and is currently registered with the state of Hawaii as an investment advisor representative. Danielle previously worked at Raymond James Financial Services, Inc. in Honolulu, HI. and Edward Jones in Kaneohe, HI. Danielle is licensed to provide financial and investment advice in Arizona, California, Hawaii, Nevada, Oregon and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
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2
HI
11/15/2023 - Present
Bankoh Investment Services, Inc. (HONOLULU HI)
HI
03/27/2020 - 11/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
04/12/2019 - 12/16/2019
EDWARD JONES (KANEOHE HI)
BOTH
Issued 05/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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