Unclaimed
Gwynn Marie Nakamura is a financial professional with over 17 years of experience in the financial services industry. Gwynn is currently registered with Raymond James Financial Services, Inc. in Hawaii and has previously held positions with Bancwest Investment Services, Inc., Independent Financial Group, LLC, Berthel, Fisher & Company Financial Services, Inc., and Farmers Financial Solutions, LLC. Gwynn holds the Series 6, Series 63 and SIE licenses.
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.
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.
1
2
HI
05/03/2017 - Present
Raymond James Financial Services, Inc. (KAPAHULU HI)
HI
06/15/2015 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
01/14/2013 - 10/23/2013
INDEPENDENT FINANCIAL GROUP, LLC (HONOLULU HI)
IA
03/28/2012 - 01/14/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
AZ
10/01/2002 - 08/09/2011
FARMERS FINANCIAL SOLUTIONS, LLC (TUCSON AZ)
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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