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 23 years of experience in the financial services industry. Stuart is registered with Raymond James Financial Services Advisors, Inc. and is currently licensed in Hawaii and Texas. Stuart holds the Series 66, 53, 24, 7 and SIE licenses. Stuart has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Stuart is committed to providing clients with personalized financial advice and strategies that are tailored to their specific needs and 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.
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 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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