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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nakanishi has been in the financial services industry since 1997 and is currently an advisor at Kingswood Wealth Advisors, LLC. Michael is a registered investment advisor and holds a Series 6, Series 7, and Series 66 license. Michael is also a registered representative in the states of California, Florida, Hawaii, Nevada, New Mexico, and North Carolina. Michael's focus is on working with individuals and businesses. Michael has experience in a variety of financial services areas including portfolio management for individuals, businesses, and pensions.
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.
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 consulting
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.
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2
HI
09/30/2022 - Present
Kingswood Wealth Advisors, LLC (Hololulu HI)
HI
04/01/2010 - 08/17/2022
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (HONOLULU HI)
HI
04/02/2008 - 12/31/2009
THE STRATEGIC FINANCIAL ALLIANCE, INC. (KAILUA HI)
HI
03/16/2001 - 12/31/2007
PRINCOR FINANCIAL SERVICES CORPORATION (HONOLULU HI)
NJ
10/02/1997 - 03/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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