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Advisors in Hawaii
1,091 Results
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

HONOLULU, HI

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Roy Tadashi Kobatake is an investment advisor representative with Cetera Investment Advisers LLC, based in Honolulu, Hawaii. Roy Kobatake has been in the financial industry since September 22, 1988. He is licensed to offer securities and investment advisory services in Hawaii. Roy Kobatake has passed the Series 6, 7, 63, and 65 exams as well as the SIE exam. He holds the Chartered Financial Consultant designation. Roy Kobatake is also registered with Securian Financial Services, Inc. He is a licensed agent with both Noguchi & Associates and TFG Fixed Insurance.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

HONOLULU, HI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Roy Romero is a financial professional with over three years of experience in the industry. Roy is currently registered with LPL Enterprise, LLC in Honolulu, HI and offers financial planning, consulting, and other non-discretionary advisory services. Roy has also held previous roles with Pruco Securities, LLC., List Sotheby's International Realty, and Romven Media LLC. Roy has obtained Series 63, Series 65, and Series 7TO securities licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Mutual OF Omaha Investor Services, Inc.

location

HONOLULU, HI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Royden Terao is a financial professional with over 20 years of experience in the industry. Royden is currently registered with Mutual of Omaha Investor Services, Inc. and has been with the firm since May 2000. Royden is licensed in seven states and specializes in investments, insurance, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

Honolulu, HI

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Russell Manabu Oki has been in the financial services industry since April 17, 1984 and is currently registered with Morgan Stanley. Russell is registered with the Securities and Exchange Commission (SEC) as a registered representative. Russell has also held previous positions at UBS Financial Services Inc. and Nomura Securities International, Inc. Russell is licensed in 17 states and has passed the Uniform Securities Agent State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Russell is an active member of the financial services industry and is committed to providing clients with the highest level of service.

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
Unclaimed

Ameritas Advisory Services, LLC

location

Honolulu, HI

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Russell Yoshimi Hoota is an Investment Advisor Representative with Ameritas Advisory Services, LLC. Russell has been in the industry since April 22, 1986 and is registered in Hawaii and Texas. Russell also holds Series 7, 24, 53, and 63 licenses. Russell's previous experience includes working for Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Russell specializes in financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Hansuk Watts is a financial advisor with Cetera Investment Advisers LLC in HONOLULU, HI. Ruth Hansuk Watts has been in the financial services industry since 2008. Ruth Hansuk Watts specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ruth Hansuk Watts has a Series 7, Series 63, and Series 66 license. Cetera Investment Advisers LLC manages over $100 billion in assets for individuals, businesses, and institutions.

SPECIALIZATIONS

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

Honolulu, HI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Furuya is a financial advisor with Morgan Stanley. Ryan has been in the financial services industry for over 10 years. Ryan holds the Series 66 and Series 7TO licenses. Ryan provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.

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
Unclaimed

Ameriprise Financial Services, LLC

location

Honolulu, HI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ryan T. Inouye is a financial advisor with Ameriprise Financial Services, LLC. Ryan has been in the financial services industry since December 30, 2020. Ryan is registered with the state of Hawaii and California. Ryan is a Series 66, Series 63, Series 7TO, and SIE licensed professional. Previously Ryan was employed with EQUITABLE ADVISORS, LLC.

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

Ameriprise Financial Services, LLC

location

Honolulu, HI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Katahara is a financial advisor with Ameriprise Financial Services, LLC, and has been in the financial services industry since 2012. Ryan holds the Series 66, Series 7, and SIE licenses. Ryan also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ameriprise Financial Services, LLC has been in business since 1999. The firm manages more than $479 billion in assets for a variety of clients, including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and corporations. Ryan's experience and the firm's capabilities allow them to provide a wide range of financial planning and investment services to meet the needs of their clients.

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

Empower Advisory Group, LLC

location

HONOLULU, HI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Brazfield is a financial advisor at Empower Advisory Group, LLC. Ryan has been a registered representative in the securities industry since 2016. Ryan is also a registered investment advisor. Ryan's expertise includes working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and individuals other than high-net-worth. Ryan's previous roles have included stints at Edward Jones, Northwestern Mutual Investment Services, LLC, Merrill Lynch, and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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