Invested Better
Advisors in Hawaii
1,091 Results
Unclaimed
location

Honolulu, HI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Derek Daniel Wickes is a registered representative with Morgan Stanley and has been in the industry since 2001. Derek is licensed in several states and has experience in various financial services. Derek is available to provide guidance and services related to financial planning, asset allocation advice, portfolio management for individuals and businesses, and pension consulting. Derek has previously been a registered representative for Charles Schwab & Co. and has a strong background with Morgan Stanley.

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

Centaurus Financial, Inc.

location

Mililani, HI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Derrick Kim is a registered investment advisor representative with Centaurus Financial, Inc. based in Mililani, HI. Derrick has been in the industry since November 2007 and has experience with Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, Inc. Derrick holds Series 66, Series 7, and SIE licenses. Derrick Kim specializes in providing financial planning services to individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC | CFA ® (Certifications)

location

HONOLULU, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Derwin Osada is a financial advisor with over 8 years of experience in the industry. Derwin is registered with LPL Financial LLC and has a Series 7, Series 63, and SIE licenses. Derwin is also a Chartered Financial Analyst. Derwin has experience providing financial advice to individuals, corporations, and charitable organizations. Derwin offers a variety of financial services, including financial planning, investment management, and consulting. Derwin has been registered with Commonwealth Financial Network, LPL Financial LLC, and Tao Investments Hawai'i.

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

LPL Financial LLC

location

KAHULUI, HI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Desiree Ting is an investment advisor representative at LPL Financial LLC. Desiree has been in the industry for 8 years. Desiree Ting works with clients in the areas of financial planning, portfolio management for businesses, and portfolio management for individuals. Desiree Ting is licensed to provide investment advice in the states of California, Hawaii, Michigan, Nevada, New Mexico, Oregon, and Washington.

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

Osaic Wealth, Inc.

location

HONOLULU, HI

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Dexter Aoki is a financial advisor at Osaic Wealth, Inc. Dexter has been in the financial industry since 1979 and has a wide range of experience, including working with clients in California, Hawaii, Nevada, Virginia and Washington. Dexter provides a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Dexter is licensed to provide investment advice in Hawaii and is registered with the Securities and Exchange Commission as a Registered Investment Advisor.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

HONOLULU, HI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Diane Lynn Samski-ho is a financial advisor with Osaic Wealth, Inc., with over 20 years of experience in the financial industry. Diane has worked in several firms before joining Osaic Wealth in 2004. Diane has a broad knowledge and understanding of financial markets and investment strategies. Diane is dedicated to providing personalized financial advice to individuals, families, and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

HONOLULU, HI

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Diane Keiko Furubayashi is a registered investment advisor representative with Wells Fargo Clearing Services, LLC, licensed in Hawaii. Diane has been in the industry since July 22, 1997, and has a wide range of experience working with individual and institutional clients. Diane holds several professional designations, including Series 7, Series 63, and Series 65 licenses. Diane is committed to providing clients with personalized financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Bankoh Investment Services, Inc.

location

HONOLULU, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Dicky Sin cheong Chiu is a financial advisor at Bankoh Investment Services, Inc. located in HONOLULU, HI. Dicky has been in the financial industry since July 11, 2012, and has a Series 99 license. Dicky has been with Bankoh Investment Services, Inc. since July 12, 2012.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

HONOLULU, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Didi Diem Hoang is a financial advisor with over 20 years of experience in the industry. Didi is currently registered with Wells Fargo Clearing Services, LLC in Hawaii and Texas and is also a registered investment advisor in Hawaii and Texas. Didi has a strong track record of success in helping clients achieve their financial goals. Didi specializes in working with individuals, high-net-worth individuals, corporations, and other businesses. Didi offers a wide range of financial services, including investment management, financial planning, and retirement planning. Didi is committed to providing her clients with personalized advice and exceptional service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

KIHEI, HI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dillan Riter is a financial advisor at Edward Jones, based in KIHEI, HI. Dillan has been in the financial services industry since 2024 and is registered with FINRA and the states of HI and TX. Dillan offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

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