Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elmer? Claim Your ProfileElmer Nakao is a financial advisor at Osaic Wealth, Inc. Elmer has been in the industry since 1992 and is registered in 35 states. Elmer is a Certified Financial Planner and has experience in financial planning, portfolio management, and pension consulting. Elmer provides a variety of services to individuals, businesses, and institutions.
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.
1
2
HI
07/27/2023 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
09/10/2012 - 10/12/2012
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
NY
11/28/1997 - 11/17/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/24/1985 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 4 - Registered Options Principal Examination
BC
Issued 09/12/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elmer Nakao is the right advisor for you? Invested Better is here to help.
