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Josiah Noeau Valencia

Bankoh Investment Services, Inc.

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About Josiah Noeau Valencia

Josiah Noeau Valencia is a registered representative with Bankoh Investment Services, Inc. Josiah is a financial advisor who is committed to helping clients achieve their financial goals. Josiah has been in the financial services industry since 2019, and has a deep understanding of the markets and investment strategies. Josiah holds the Series 66, Series 7, and SIE licenses, and specializes in retirement planning, college savings, and investment management. Josiah provides financial services to individuals and families in the Honolulu area, and is dedicated to providing personalized service and customized solutions to meet each client's unique needs.

Firm Information

Josiah Valencia is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Josiah Valencia’s Registration & Firm History

HI

09/16/2019 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 09/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josiah Noeau Valencia.
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