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Advisors in Hawaii
1,091 Results
Unclaimed

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Svyetlana Dubinina is an investment advisor representative with Cetera Investment Advisers LLC. Svyetlana has been in the financial services industry since July 22, 2017. Svyetlana holds a Series 66, Series 7, and SIE license. Svyetlana is registered in the state of Hawaii and Texas. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

KAHULUI, HI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Sylvia Yuk kwai Ho is a Registered Representative for Cuso Financial Services, LP. Sylvia is licensed in Hawaii and has been in the financial services industry since November 2005. Sylvia holds the Series 6 and Series 63 licenses and the SIE exam. Sylvia specializes in providing financial advice and portfolio management for individuals, businesses, and charitable organizations. Sylvia and Cuso Financial Services, LP are committed to providing their clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

Mililani, HI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tadahiro Meya is a financial advisor with Edward Jones. Tadahiro holds a Series 7, Series 66, and SIE license and is a Certified Financial Planner. Tadahiro has been working in the financial services industry since 2017. Tadahiro has experience working with individuals, businesses, retirement plans, and charitable organizations.

SPECIALIZATIONS

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

HONOLULU, HI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Taea Takagi-jones is a financial advisor with over 12 years of experience in the industry. Taea holds Series 7, 24, and 66 licenses and is registered to provide investment advice in 17 states. Taea is affiliated with Osaic Wealth, Inc. and NWF Advisory Services Inc., both established firms with a strong reputation in the financial services industry. Taea's expertise spans various areas including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Taea is committed to providing personalized financial advice to clients and helping them achieve their financial goals.

SPECIALIZATIONS

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

Pacific Wealth Partners, LLC | CFP ® (Certifications)

location

HONOLULU, HI

0 Disclosures

ADVISOR BIO

Tafiti Fotuotama Uso is an Investment Advisor Representative associated with Pacific Wealth Partners, LLC. Tafiti Uso is registered with the state of Hawaii and has been working in the industry for over 14 years. Tafiti Uso has been with Pacific Wealth Partners, LLC since August 2021 and was previously with Raymond James Financial Services, Inc. from May 2017 to August 2021. Prior to that Tafiti Uso was with BancWest Investment Services, Inc. from July 2008 to May 2017. Tafiti Uso holds the Series 66, SIE, and Series 7 licenses. Tafiti Uso is a Certified Financial Planner and specializes in providing financial planning and portfolio management for individuals. Tafiti Uso has 10 clients with approximately $16,128,178 in assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Bankoh Investment Services, Inc.

location

PEARL CITY, HI

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Haruko Kaetsu is a registered investment advisor with Bankoh Investment Services, Inc. Tammy Kaetsu has been in the financial services industry since 1995. Tammy Kaetsu holds the Series 63, Series 65, Series 7 and Series 24 licenses. Tammy Kaetsu has an approved IA registration in Hawaii. Tammy Kaetsu is also registered in Arizona, California, Hawaii, Nevada, Oregon and Washington. Tammy Kaetsu has experience working for Bankoh Investment Services, Inc., and Prudential Securities Incorporated. Tammy Kaetsu specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Tammy Kaetsu's areas of expertise include financial planning, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFP ®,CFC ® (Certifications)

location

Honolulu, HI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tania Marie Fukuda-freuler is an Investment Advisor Representative, licensed to sell securities and investment advisory products in several states. Tania has been active in the financial industry since 2017, with experience in both insurance and investment advisory services. Tania is affiliated with Eagle Strategies LLC. Tania is also registered to provide advisory services for individuals, families, and businesses in multiple states.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

HONOLULU, HI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Wailani Wong is a registered representative at Osaic Wealth, Inc. in Honolulu, HI. Tanner has been in the industry since June 20, 2024 and has a Series 7TO and SIE license. Tanner has prior experience in a variety of industries, including education, healthcare, retail, and finance. Tanner is also a graduate of the University of Hawaii - Manoa.

SPECIALIZATIONS

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

Bankoh Investment Services, Inc.

location

HONOLULU, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Tanya Tarampi is a financial professional with over 13 years of experience in the financial services industry. Tanya is currently registered with Bankoh Investment Services, Inc. and has been with the firm since June 2024. Prior to joining Bankoh Investment Services, Inc., Tanya worked at Raymond James Financial Services, Inc., BANCWEST INVESTMENT SERVICES, INC., and Ameriprise Financial Services, Inc. Tanya is committed to providing her clients with personalized financial advice and guidance. She specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

HILO, HI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tara Christine Rowlette is an investment advisor representative at Edward Jones. Tara has been in the financial industry for 4 years. Tara has been registered with FINRA since 2020 and is currently registered in 22 states. Tara holds Series 66, 7TO, and SIE licenses. Tara has experience in portfolio management for businesses and individuals.

SPECIALIZATIONS

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

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