Invested Better
Unclaimed

Unclaimed

Unclaimed

Kera Emiko Wong-miyasato

Akamai Capital Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kera? Claim Your Profile

About Kera Emiko Wong-miyasato

Kera Emiko Wong-Miyasato is a registered Investment Advisor Representative with Akamai Capital Advisors. Kera has been in the financial industry for over 10 years and has extensive experience in financial education, student services, and wealth management. Kera is passionate about helping individuals and families achieve their financial goals. Kera holds a Series 65 license and is registered with the state of Hawaii.

Firm Information

Kera Wong-miyasato is currently registered with Akamai Capital Advisors. Akamai Capital Advisors is an investment advisor with 4 investment advisor representatives and approximately $15,367,460 in regulatory assets under management. The firm provides portfolio management services for individuals and pooled investment vehicles. They have a client base of 74 accounts, including 13 high-net-worth individuals, 28 individuals other than high-net-worth, and 1 pooled investment vehicle.

$15.37M

Assets Under Management

Not reported

Total Clients

6

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.

check

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kera Wong-miyasato’s Registration & Firm History

HI

09/01/2023 - Present

Akamai Capital Advisors (HONOLULU HI)

Not sure if Kera Emiko Wong-miyasato is right for you?

Licenses & Designations

IA

Issued 08/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kera Emiko Wong-miyasato.
Not sure if Kera Emiko Wong-miyasato is right for you?