Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Margaret Yoshimura-valdez is a financial professional with over 20 years of experience in the industry. Renee is registered in six states and holds multiple licenses, including Series 6, 7, and 63. Renee specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Currently, Renee is employed at Bankoh Investment Services, Inc., a firm specializing in investment advice for individuals, businesses, and pension and profit-sharing plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
HI
06/28/2001 - Present
Bankoh Investment Services, Inc. (HONOLULU HI)
BC
Issued 07/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Renee Yoshimura-valdez is the right advisor for you? Invested Better is here to help.
