Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kawika Takamura is a financial advisor with Moelis & Co. LLC in Houston, TX. Jonathan has been in the financial services industry since 2011, with prior experience at Bancwest Investment Services, Inc. Jonathan has a strong track record of success in the industry, having passed the Series 63, 66, 7, 79, and SIE exams. Jonathan is registered with the state of Texas.
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
TX
08/02/2016 - Present
Moelis & Co. LLC (HOUSTON TX)
HI
05/14/2011 - 09/10/2013
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
BC
Issued 06/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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