Unclaimed
Sean Kai Ohashi is a financial advisor with Mission Financial Group, LLC, in Honolulu, HI. Sean is a registered representative in the state of Hawaii and several other states. Sean has over 10 years of experience in the financial industry, working in various positions including at Edward Jones. Sean holds the Series 7 and Series 66 licenses. Sean specializes in providing financial planning and portfolio management for individuals and businesses. Sean is passionate about helping clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
HI
09/18/2024 - Present
Mission Financial Group, LLC (HONOLULU HI)
BOTH
Issued 10/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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