Unclaimed
Tetsuko Ho has been working in the financial services industry since November 1998. Tetsuko Ho is a Registered Representative and Investment Advisor Representative at Avantax Advisory Services. Tetsuko Ho works in the Honolulu, HI branch office. Tetsuko Ho has passed the Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Tetsuko Ho is a certified public accountant (CPA). Tetsuko Ho holds active registrations in Hawaii. Tetsuko Ho specializes in financial planning, pension consulting, educational seminars, 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
HI
01/01/2025 - Present
Avantax Advisory Services (HONOLULU HI)
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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