linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Naaleialoha Julia Keaunui

Bankoh Investment Services, Inc.

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

About Naaleialoha Julia Keaunui

Naaleialoha Keaunui is a financial advisor at Bankoh Investment Services, Inc., based in Honolulu, Hawaii. Naaleialoha has been in the financial services industry since February 13, 2000. Naaleialoha offers a range of financial services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Naaleialoha is registered with the state of Hawaii.

Firm Information

Naaleialoha Keaunui 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Naaleialoha Keaunui’s Registration & Firm History

HI

05/04/2015 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

10/05/2012 - 05/12/2015

LPL FINANCIAL LLC (PEARL CITY HI)

HI

06/02/2010 - 10/09/2012

SECURITIES AMERICA, INC. (HONOLULU HI)

HI

07/13/2005 - 06/04/2010

UVEST FINANCIAL SERVICES GROUP, INC. (KANEOHE HI)

CA

05/01/2002 - 07/20/2005

DUERR FINANCIAL CORPORATION (CHINO HILLS CA)

TX

01/04/2001 - 05/01/2002

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

MN

02/02/2000 - 12/22/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/02/2000 - 12/22/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Naaleialoha Julia Keaunui is right for you?

Licenses & Designations

BOTH

Issued 12/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Naaleialoha Julia Keaunui.
Not sure if Naaleialoha Julia Keaunui is right for you?