Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tottori is a financial advisor with over 20 years of experience in the industry. He is registered with Raymond James Financial Services Advisors, Inc. and is licensed in Hawaii. Michael offers a variety of financial services, including financial planning, portfolio management, and pension consulting. He is also a Certified Financial Planner. Michael's prior experience includes working at BancWest Investment Services, Inc. and Charles Schwab & Co., Inc.
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
05/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
05/26/2008 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HILO HI)
HI
11/01/2005 - 10/24/2006
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
TX
10/26/1999 - 08/01/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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