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Leena K Howard

Bankoh Investment Services, Inc.

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About Leena K Howard

Leena K. Howard is a financial advisor registered with Bankoh Investment Services, Inc. Leena has been in the industry since January 2014, providing financial advice and portfolio management services to individuals, corporations and retirement plans. Leena has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice and investment strategies.

Firm Information

Leena Howard 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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Leena Howard’s Registration & Firm History

HI

04/29/2019 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

08/29/2014 - 09/21/2017

MORGAN STANLEY (HONOLULU HI)

HI

06/27/2012 - 09/02/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 09/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2019

Series 24 - General Securities Principal Examination

BC

Issued 09/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leena K Howard.
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