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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rayna? Claim Your ProfileRayna Tanaka is a financial advisor with Ameriprise Financial Services, LLC. Rayna has been in the industry since 2001. Rayna is a registered representative in Hawaii and has also passed the Series 63, Series 65, SIE, and Series 7 exams. Rayna has also been a CPA with a tax practice since 2016. Ameriprise Financial Services, LLC, is a large financial services company with over $1 billion in assets under management. Ameriprise offers a variety of services, including financial planning, asset allocation, and portfolio management for individuals, businesses, and institutions.
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.
Asset allocation 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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2
HI
12/04/2015 - Present
Ameriprise Financial Services, LLC (HONOLULU HI)
HI
11/28/2001 - 12/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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