Unclaimed
Ken Tatsuo Kondo is a financial advisor at Ameriprise Financial Services, LLC, with a focus on providing investment advice to individuals and families. Ken has over 30 years of experience in the financial services industry, and holds the Series 7, Series 63, and Series 66 licenses. Ken is also a Registered Representative in Hawaii and a Registered Investment Advisor. Ken is dedicated to helping clients reach their financial goals, and he offers a variety of services including financial planning, investment management, and retirement planning. Ken's previous experience with IDS Life Insurance Company and American Express Financial Advisors Inc. provides him with a strong understanding of a variety of investment products and services. Ken's experience, knowledge, and commitment to client service make him an excellent resource for clients seeking financial 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.
Asset allocation services
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.
1
2
HI
04/16/2009 - Present
Ameriprise Financial Services, LLC (Honolulu HI)
MN
03/07/1991 - 10/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/1991 - 10/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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