Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Patrick Kalili is an investment advisor representative with Empower Advisory Group, LLC. Thomas has over 28 years of experience in the financial industry and is licensed to conduct business in Hawaii. Thomas has a strong focus on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. He is also a board secretary for the Hilo Hawaiian Men's Golf Club.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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HI
01/23/2024 - Present
Empower Advisory Group, LLC (Hilo HI)
HI
08/05/2013 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HONOLULU HI)
HI
01/04/2012 - 07/15/2013
ING FINANCIAL PARTNERS, INC. (HILO HI)
HI
10/03/1994 - 10/07/2010
BANKOH INVESTMENT SERVICES, INC. (HILO HI)
HI
11/23/1993 - 10/14/1994
PAC EQUITY SECURITIES, INC. (HONOLULU HI)
MA
07/20/1994 - 09/30/1994
PNMR SECURITIES, INC. (BOSTON MA)
NJ
07/12/1991 - 10/28/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/12/1991 - 10/28/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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