Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Kalani Pinho is a financial advisor with over 20 years of experience in the industry. Stuart is currently registered with Raymond James Financial Services Advisors, Inc and has been with the firm since June of 2017. Prior to joining Raymond James, Stuart has experience with firms such as Bancwest Investment Services, Inc., DFC Investor Services, Duerr Financial Corporation, FISERV Investor Services, Inc., TD Waterhouse Investor Services, Inc., and Pruco Securities Corporation. Stuart holds Series 7, 24, 53, and 66 securities licenses as well as the SIE. Stuart is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
HI
10/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
01/22/2007 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HALEIWA HI)
HI
10/17/2003 - 01/09/2007
DFC INVESTOR SERVICES (HONOLULU HI)
CA
05/01/2002 - 10/17/2003
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
09/04/2001 - 05/02/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NE
07/25/2000 - 04/23/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
03/31/1999 - 05/30/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 8/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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