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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Mikami is an Investment Advisor Representative with Morgan Stanley. Darlene has been in the financial services industry since January 2015. Darlene has a strong background in real estate and is a member of the Pono Investments LLC. Darlene is registered with the state of Hawaii and Texas. Darlene is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Darlene provides portfolio management services to individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
12/16/2021 - Present
Morgan Stanley (Honolulu HI)
HI
09/05/2018 - 02/26/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
11/03/2014 - 06/15/2018
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
IA
Issued 07/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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