Unclaimed
Orest Saikevych is an investment advisor representative at The Rice Partnership, LLC. Orest is registered with the state of Hawaii. Orest has been in the industry since July 2013. Orest is also an investment advisor representative at Wealthjar Investment Advisory, LLC. Orest is a Series 65 licensed professional. Orest has passed the Uniform Investment Adviser Law Examination. Orest is specialized in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Orest focuses on serving the needs of charitable organizations, high net worth individuals, corporations or other businesses, and individuals other than high net worth.
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.
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.
Adminstrative services
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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HI
10/29/2013 - Present
THE Rice Partnership, LLC (HONOLULU HI)
IA
Issued 10/28/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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