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Advisors in Hawaii
1,091 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Honolulu, HI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Ihori is a financial advisor with over 28 years of experience in the industry. Aaron is registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Aaron previously worked with IDS Life Insurance Company from March 1994 to July 2006. Aaron holds Series 7, Series 63 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Park Avenue Securities LLC

location

HONOLULU, HI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Domingo is an investment advisor representative registered with Park Avenue Securities LLC. Aaron has been active in the financial industry since 2015 and has a strong track record of providing financial advice to clients. Aaron holds the Series 66, Series 7, and SIE licenses, and is currently registered in 13 states. Aaron specializes in providing financial advice to individuals, corporations, and pension plans. Aaron is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

KAILUA KONA, HI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Michael Cork is a financial advisor who has been in the industry since April 2021. Aaron is a registered representative with Edward Jones and is licensed to provide investment advice in several states. His current office location is in Kailua Kona, HI. Aaron's area of expertise includes providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Aaron has earned licenses in Securities Industry Essentials, General Securities Representative and the Uniform Combined State Law Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

KAHULUI, HI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Monoogan is a financial advisor with LPL Financial LLC in Kahului, Hawaii. Aaron is licensed to provide investment advice in California, Hawaii, Oklahoma, Oregon, Tennessee, and Washington. Aaron has been in the industry since 2019 and specializes in financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

HUI Malama Financial Advisors LLC | CFP ® (Certifications)

location

WAIANAE, HI

0 Disclosures

ADVISOR BIO

Abel Soares is a Certified Financial Planner™ professional with experience in the financial services industry. Abel is currently registered as an Investment Advisor Representative with Hui Malama Financial Advisors LLC, a firm that provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals. Abel holds a license in the state of Hawaii. In addition to their work with Hui Malama Financial Advisors, Abel also has experience in accounting, tax preparation, and life, financial, and executive coaching.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

HONOLULU, HI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Adelia C Chung is a financial advisor in Honolulu, HI. Adelia is a registered representative with Park Avenue Securities LLC, where she is an advisor since August 2021. Adelia has been in the financial services industry for over 35 years. Prior to working at Park Avenue Securities, Adelia worked at Securities America, Inc. Adelia Chung has been a volunteer board member at the Rehab Hospital of the Pacific, the Straub Foundation, and the Friends of the UH Cancer Center. She has also been a board member at the YMCA and a trustee at the Tai Yau Chung Trust and the Norah W Chung RLT Trust.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adrian D Holmes is a registered investment advisor representative with Cetera Investment Advisers LLC. Adrian has been in the financial services industry since 2016 and has experience working with Prudential Insurance Company of America, LPL FINANCIAL and NYLIFE SECURITIES LLC. Adrian specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Adrian holds Series 6, 7, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

HONOLULU, HI

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aileen Yoshida is a financial advisor with over 20 years of experience in the industry. Aileen is registered with LPL Financial LLC, and is also registered in multiple states as a broker and investment advisor. She has held previous positions at Wells Fargo Advisors Financial Network, LLC and Morgan Stanley DW Inc. Aileen has experience in providing a wide range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

UBS Financial Services Inc.

location

HONOLULU, HI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Akemi Fukunaga Kaplan is a registered representative with UBS Financial Services Inc., with over 10 years of experience in the financial services industry. Akemi has a Series 66, Series 7, and SIE licenses and is registered in Hawaii. Akemi previously worked for Ameriprise Financial Services, Inc. and AXA Advisors, LLC. Akemi specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Morgan Stanley

location

Honolulu, HI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alan Kelvin Ho is a financial advisor registered with Morgan Stanley. Alan is licensed to provide financial advice in 31 states and has over 8 years of experience in the financial industry. Alan is dedicated to helping individuals and families achieve their financial goals. Alan specializes in investment management, financial planning, and retirement planning. Alan holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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