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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Haruko Kaetsu is a registered investment advisor with Bankoh Investment Services, Inc. Tammy Kaetsu has been in the financial services industry since 1995. Tammy Kaetsu holds the Series 63, Series 65, Series 7 and Series 24 licenses. Tammy Kaetsu has an approved IA registration in Hawaii. Tammy Kaetsu is also registered in Arizona, California, Hawaii, Nevada, Oregon and Washington. Tammy Kaetsu has experience working for Bankoh Investment Services, Inc., and Prudential Securities Incorporated. Tammy Kaetsu specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Tammy Kaetsu's areas of expertise include financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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
09/02/2014 - Present
Bankoh Investment Services, Inc. (PEARL CITY HI)
NY
02/09/1995 - 06/24/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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