Years of Experience
5-20+ Years
HONOLULU, HI
4 Years Experience
0 Disclosures
ADVISOR BIO
Brandon Nahale is an investment advisor representative registered with Bankoh Investment Services, Inc. and is licensed in Arizona, California, Hawaii, Nevada, Oregon and Washington. Brandon has been in the industry since May 10, 2021. Prior to working at Bankoh Investment Services, Inc., Brandon worked at Mutual of Omaha Investor Services, Inc. Brandon has passed the Series 7, Series 6, Series 63 and Series 65 exams. Brandon specializes in portfolio management for businesses and individuals, as well as financial planning and the selection of other advisers.
SPECIALIZATIONS
KAHULUI, HI
14 Years Experience
0 Disclosures
ADVISOR BIO
Brandon Elliot Luke is a registered representative with Commonwealth Financial Network. Brandon has been in the industry since December 2010. Brandon is registered with the state of Hawaii and is also registered with FINRA. Brandon is a Series 66 and Series 7 licensed representative and holds the SIE license. Brandon works at the Kahului, HI branch office of Commonwealth Financial Network.
SPECIALIZATIONS
WAIPAHU, HI
20 Years Experience
0 Disclosures
ADVISOR BIO
Brandon Eric Wallis is a financial advisor with Edward Jones. Brandon has been in the financial services industry since 2005 and is licensed in a number of states. Brandon holds the Series 7 and Series 66 licenses, as well as the SIE exam. He is also a Certified Financial Planner. Brandon provides financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Honolulu, HI
2 Years Experience
0 Disclosures
ADVISOR BIO
Brandon Joseph Sparlin is a financial advisor at Ameriprise Financial Services, LLC. Brandon has been in the industry since November 2022. Brandon is licensed in Hawaii and holds Series 66, 7TO and SIE licenses. Brandon specializes in providing financial planning, portfolio management for individuals and businesses, asset allocation services, pension consulting, educational seminars, and the selection of other advisors. Brandon is located in Honolulu, Hawaii.
SPECIALIZATIONS
Mililani, HI
17 Years Experience
0 Disclosures
ADVISOR BIO
Brant Conrad Yoshida is a registered representative with Planmember Securities Corp. Brant has been in the financial industry since 2008 and is a registered investment advisor in Hawaii. Brant holds Series 6, 63, and 65 licenses. Brant is also a registered representative with Planmember Securities Corp. Brant has worked for SYMETRA INVESTMENT SERVICES, INC. and PRUCO SECURITIES, LLC. in the past.
SPECIALIZATIONS
Honolulu, HI
23 Years Experience
0 Disclosures
ADVISOR BIO
Brayden Christian Miyashiro is a financial advisor with Ameriprise Financial Services, LLC. Brayden has been in the financial services industry since 2002. Ameriprise Financial Services, LLC is an investment advisor headquartered in Minneapolis, Minnesota. The firm manages assets for individuals, corporations, trusts, estates, and other institutions. Brayden is registered to provide investment advice in multiple states.
SPECIALIZATIONS
Honolulu, HI
19 Years Experience
0 Disclosures
ADVISOR BIO
Brent Curlow is a financial advisor registered with Morgan Stanley, working in Honolulu, HI. He is licensed to provide investment advice in both California and Hawaii. Brent has been active in the financial services industry since 2006. Before joining Morgan Stanley, he held positions at Raymond James Financial Services, Inc. and BancWest Investment Services, Inc. He has a wide range of experience and holds various certifications, including Series 7, Series 24, Series 27, and SIE exams. In addition to his work at Morgan Stanley, Brent also actively contributes to the community through his involvement with the Financial Planning Association Hawaii and the Chartered Financial Analyst Society of Hawaii.
SPECIALIZATIONS
Honolulu, HI
20 Years Experience
0 Disclosures
ADVISOR BIO
Brent Eric Cassell is a financial advisor with over 20 years of experience. Brent has been registered with Charles Schwab & CO., Inc. since 1999. Brent has held various positions within Charles Schwab & CO., Inc. before starting his current role with Charles Schwab & CO., Inc. in 2008. Brent has a proven track record of success in the financial services industry. Brent is also registered to offer investment advisory services in multiple states. Brent has earned the Series 63, Series 66, and Series 7 licenses as well as the SIE exam. Brent holds two designations: and .
SPECIALIZATIONS
KAILUA KONA, HI
1 Years Experience
0 Disclosures
ADVISOR BIO
Brett Carey is an investment advisor representative with Edward Jones. Brett has been in the financial services industry since September 24, 2023. Brett is registered in several states including Hawaii, Texas and others. Brett holds the Series 66, Series 7TO and SIE licenses. Brett has experience in providing financial planning, pension consulting and selection of other advisors.
SPECIALIZATIONS
HONOLULU, HI
6 Years Experience
0 Disclosures
ADVISOR BIO
Brett Keoki Sasaki is a financial advisor with LPL Financial LLC in Honolulu, Hawaii. Brett has been in the industry since February 10, 2019, and holds Series 7, 24, 27, and 66 licenses. Brett has been registered with the state of Hawaii since April 2019. Brett also has a registration with the state of California. Brett's current firm, LPL Financial LLC, is headquartered in Fort Mill, South Carolina. LPL Financial LLC has over 20,000 licensed advisors, and manages over $463 billion in client assets. LPL Financial LLC is a leading provider of financial advice and investment products and services to individual investors, businesses, and institutions.
SPECIALIZATIONS