Unclaimed
Tanya Tarampi is a financial professional with over 13 years of experience in the financial services industry. Tanya is currently registered with Bankoh Investment Services, Inc. and has been with the firm since June 2024. Prior to joining Bankoh Investment Services, Inc., Tanya worked at Raymond James Financial Services, Inc., BANCWEST INVESTMENT SERVICES, INC., and Ameriprise Financial Services, Inc. Tanya is committed to providing her clients with personalized financial advice and guidance. She specializes in providing 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
06/05/2024 - Present
Bankoh Investment Services, Inc. (HONOLULU HI)
HI
05/03/2017 - 08/11/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (KAILUA HI)
HI
07/15/2010 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (KAILUA HI)
HI
05/29/2007 - 10/30/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/20/2007 - 04/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
BOTH
Issued 02/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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