Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jandi? Claim Your ProfileJandi Akiko Iha is an investment advisor representative with The Retirement Planning Group, LLC. Jandi has been in the financial industry since August 2014. Jandi is registered with the state of Hawaii and the state of Kansas. The Retirement Planning Group, LLC is a financial planning firm that specializes in providing financial planning services to individuals and families. The firm also offers investment management services and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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KS
06/04/2024 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
HI
09/27/2021 - 12/07/2023
LEE FINANCIAL SECURITIES, INC. (HONOLULU HI)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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