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Edward Mendoza Orona

Bankoh Investment Services, Inc.

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About Edward Mendoza Orona

Edward Mendoza Orona is a financial professional who has been in the industry since February 25, 1992. Edward is currently registered with Bankoh Investment Services, Inc. in Honolulu, Hawaii. Edward has a Series 6, Series 63 and SIE licenses. Edward specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors. Edward was previously registered with BANCWEST INVESTMENT SERVICES, INC., Mutual Securities, Inc. and Sun Investment Services Company.

Firm Information

Edward Orona is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Orona’s Registration & Firm History

HI

07/08/2005 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

NE

03/29/1999 - 06/21/2005

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

CA

05/12/1995 - 04/06/1999

MUTUAL SECURITIES, INC. (CAMARILLO CA)

MA

02/10/1992 - 05/23/1995

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 05/02/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Mendoza Orona.
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