linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tsuyoshi Tsurumi

Bankoh Investment Services, Inc.

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

About Tsuyoshi Tsurumi

Tsuyoshi Tsurumi is a financial advisor associated with Bankoh Investment Services, Inc. He is a registered representative and investment advisor representative in Hawaii. His expertise lies in providing comprehensive financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Bankoh Investment Services, Inc., Tsuyoshi held a position at Raymond James Financial Services, Inc. He holds a Series 7TO and SIE licenses, and the Series 66 Uniform Combined State Law Examination license.

Firm Information

Tsuyoshi Tsurumi is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

Tsuyoshi Tsurumi’s Registration & Firm History

HI

10/17/2022 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

07/09/2021 - 09/19/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (KAPAHULU HI)

Not sure if Tsuyoshi Tsurumi is right for you?

Licenses & Designations

BOTH

Issued 06/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tsuyoshi Tsurumi.
Not sure if Tsuyoshi Tsurumi is right for you?