linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tafiti Fotuotama Uso

Pacific Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tafiti? Claim Your Profile

About Tafiti Fotuotama Uso

Tafiti Fotuotama Uso is an Investment Advisor Representative associated with Pacific Wealth Partners, LLC. Tafiti Uso is registered with the state of Hawaii and has been working in the industry for over 14 years. Tafiti Uso has been with Pacific Wealth Partners, LLC since August 2021 and was previously with Raymond James Financial Services, Inc. from May 2017 to August 2021. Prior to that Tafiti Uso was with BancWest Investment Services, Inc. from July 2008 to May 2017. Tafiti Uso holds the Series 66, SIE, and Series 7 licenses. Tafiti Uso is a Certified Financial Planner and specializes in providing financial planning and portfolio management for individuals. Tafiti Uso has 10 clients with approximately $16,128,178 in assets under management.

Firm Information

Tafiti Uso is currently registered with Pacific Wealth Partners, LLC. Pacific Wealth Partners, LLC is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals. As of the last reporting period, they managed $16,128,178 in assets for 19 clients, the majority of whom are high-net-worth individuals.

$16.13M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tafiti Uso’s Registration & Firm History

HI

08/06/2021 - Present

Pacific Wealth Partners, LLC (HONOLULU HI)

HI

05/03/2017 - 08/11/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)

HI

07/07/2008 - 05/02/2017

BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)

Not sure if Tafiti Fotuotama Uso is right for you?

Licenses & Designations

BOTH

Issued 08/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tafiti Fotuotama Uso.
Not sure if Tafiti Fotuotama Uso is right for you?