ADVISOR BIO

Cindy Motoko Suzuki is a financial advisor associated with Raymond James Financial Services Advisors, Inc. based in Honolulu, HI. Cindy Motoko Suzuki has been in the financial services industry for 30 years. Cindy Motoko Suzuki is registered with the state of Texas as an Investment Advisor Representative and the state of Hawaii as an Investment Advisor Representative. Cindy Motoko Suzuki is also a Registered Representative.

SPECIALIZATIONS

ADVISOR BIO

Claire Miyasato is an active investment advisor representative with Morgan Stanley. Claire has been in the securities industry since September 1, 2005, and has worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Claire has Series 7, 31 and 66 licenses and SIE certification. Claire is registered in California, Delaware, Florida, Hawaii, Maryland, Oregon, Texas, and Washington. Claire specializes in portfolio management for individuals, businesses, and investment companies. Claire offers financial planning, pension consulting, educational seminars, and selection of other advisers. Claire is also a sole proprietor of rental property.

SPECIALIZATIONS

ADVISOR BIO

Clark Edward Dorman is an investment advisor representative with Ameriprise Financial Services, LLC. Clark has been in the financial services industry since December 22, 1985. Clark is registered with the states of California, Florida, Hawaii, Minnesota, Missouri, Texas and Washington. Clark is also registered with FINRA and the state of Texas as an investment advisor representative. Clark is a licensed securities agent. Clark is a Series 63, Series 7 and SIE licensed. Clark has passed 3 industry exams. Clark is also a real estate owner. Clark provides pro bono work for the Foundation for Financial Planning. Clark holds a number of specializations, including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Clark has worked for Ameriprise Financial Services, Inc. since November 1985 and for Ameriprise Financial Services, LLC since March 2020.

SPECIALIZATIONS

ADVISOR BIO

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC. Claudia has been working in the financial industry since 2014. Claudia is registered with FINRA and the state of Hawaii. Claudia also holds the Series 66, Series 7 and SIE licenses. Claudia is a financial advisor who helps individuals and families with their financial planning needs. Claudia provides financial advice on topics such as retirement planning, college savings, and investment management. Claudia is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Clayton Earl Agena is a financial advisor with over 40 years of experience in the industry. Clayton is currently registered with Osaic Wealth, Inc. in Honolulu, Hawaii. Clayton also has previous experience with KEOGLER, MORGAN & COMPANY, INC. and MANEQUITY, INC. Clayton is also registered with the state of Hawaii as an Investment Advisor Representative (IAR). Clayton holds the Series 7, Series 66, and Series 1 exams. Clayton specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Clayton has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Clayton Takao Sakata is a financial advisor with LPL Financial LLC. Clayton has been in the industry since December 1986. Clayton has a Series 6, 7, 63 and 65 licenses, as well as the SIE license. Clayton is registered to sell securities in Colorado, Hawaii and Nevada. Clayton previously worked with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

ADVISOR BIO

Clayton Wong is a financial advisor with Wells Fargo Clearing Services, LLC. Clayton has been in the industry since May 24, 1988. Clayton is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in the state of Hawaii. Clayton holds Series 3, 7 and 63 licenses, as well as the SIE exam. Prior to joining Wells Fargo, Clayton worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Clayton's professional experience is focused on providing investment consulting services to institutional clients and financial planning services to individuals and businesses. Clayton's specializations include portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Clayton Masato Koseki is a financial professional with over 25 years of experience in the industry. Clayton is currently registered with Osaic Wealth, Inc., a firm that specializes in providing financial planning and portfolio management services to a diverse range of clients, including individuals, families, and businesses. Clayton has a strong track record of success in helping clients achieve their financial goals. Clayton is committed to providing personalized advice and strategies that are tailored to each client's unique needs and objectives.

SPECIALIZATIONS

ADVISOR BIO

Clifford Robello is a financial advisor with over 38 years of experience in the industry. Clifford is currently registered with Pinkerton Retirement Specialists, LLC and has a broad range of experience providing financial and investment advice. Clifford's previous experience includes time with FINANCIAL NETWORK INVESTMENT CORPORATION, AETNA FINANCIAL SERVICES, INC., AETNA INVESTMENT SERVICES, INC., and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Clifford's specializations include Retirement planning, Asset management, Estate planning, and Insurance and annuity products.

SPECIALIZATIONS

ADVISOR BIO

Clifton Yasutomi is a financial advisor with over 15 years of experience in the financial services industry. Clifton is currently registered with Mission Financial Group, LLC. Previously, Clifton was registered with CETERA ADVISORS LLC and FIRST ALLIED SECURITIES, INC. Clifton has a wide range of experience, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS