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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Karatsu is a financial advisor in Kahului, Hawaii. Douglas is a Registered Representative of Morgan Stanley and has been in the securities industry since 2011. Douglas is licensed to provide financial advice in 26 states and holds the Series 66, Series 7, and SIE licenses. Douglas provides financial advice to individuals, businesses, trusts, investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, banking or thrift institutions, corporations or other businesses, state or municipal government entities, and individuals other than high-net-worth. Douglas is a Registered Investment Advisor and is licensed to provide investment advice in Hawaii and Texas.
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
02/25/2020 - Present
Morgan Stanley (KAHULUI HI)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
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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