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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keoni? Claim Your ProfileKeoni H. Lee is a registered investment advisor representative with Morgan Stanley. Keoni has been in the financial services industry since 2014. Keoni holds a Series 7, Series 66, and SIE licenses. Keoni is registered in 28 states and has been active with Morgan Stanley since 2012. Keoni provides financial planning, investment management, and pension consulting services to individuals, businesses, high-net-worth individuals, investment clubs, and charitable organizations. Keoni is a board member of the Hawaii Estate Planning Council. Keoni's office is located at 733 Bishop Street, Suite 2800, Honolulu, HI 96813.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
02/15/2017 - Present
Morgan Stanley (Honolulu HI)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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