Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Ann Mettler is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Katie has over 20 years of experience in the financial services industry. Katie is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. Katie is also registered as an investment advisor representative in Hawaii and Texas. Katie is a Vice President at First Hawaiian Bank and provides financial planning, retirement planning, and fiduciary investing services to clients. Katie also provides insurance services through First Hawaiian Bank. Katie is a member of the Advisory Board and Finance/Investment Committee of Hawaii Meals on Wheels. Katie is committed to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
HI
04/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Honolulu HI)
HI
03/30/2017 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
NY
08/30/2002 - 02/28/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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