Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Kawaharada is a financial advisor with over 30 years of experience in the financial services industry. Gail has worked with several firms and is currently registered with Osaic Wealth, Inc., based in Scottsdale, Arizona. She provides financial planning, pension consulting, and educational seminars to her clients. Gail also manages portfolios for individuals and businesses.
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.
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2
HI
03/15/2017 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
05/13/2016 - 03/16/2017
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
07/14/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
HI
05/10/2013 - 06/15/2015
J.W. COLE FINANCIAL, INC. (HONOLULU HI)
HI
10/20/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HONOLULU HI)
HI
08/16/2007 - 10/23/2009
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
01/08/2002 - 08/21/2007
ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)
CA
05/26/1994 - 01/07/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
10/14/1985 - 04/13/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/5/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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