Invested Better
Advisors in Hawaii
1,091 Results
Unclaimed

Bankoh Investment Services, Inc.

location

HONOLULU, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jeri An Yamamoto is a financial advisor with over 16 years of experience in the industry. Jeri An has been registered with the Securities and Exchange Commission (SEC) since January 2011. Jeri An is currently registered with Bankoh Investment Services, Inc. Jeri An previously worked at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC and FINANCIAL NETWORK INVESTMENT CORPORATION. Jeri An provides financial planning, selection of other advisors and portfolio management services. Jeri An holds Series 7, 24, 51 and 66 licenses. Jeri An is registered in 7 states.

SPECIALIZATIONS

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

LPL Financial LLC

location

KAILUA-KONA, HI

experience

49 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jerry Bruce Anderson is a financial advisor with over 45 years of experience in the industry. Jerry is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Jerry provides financial planning, portfolio management for individuals and businesses, and other advisory services. Prior to joining LPL Financial LLC, Jerry worked with Securities America, Inc. and National Planning Corporation. Jerry holds Series 7, Series 24, Series 63, and Series 65 licenses. Jerry also has a SIE designation. Jerry is registered in 36 states and is an active member of the financial services industry.

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

Ameriprise Financial Services, LLC

location

HONOLULU, HI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Nishita Wilson is a financial advisor associated with Ameriprise Financial Services, LLC. Jesse has been in the securities industry since July 13, 2015. Jesse is registered in Hawaii and Texas as a Registered Representative and is also registered as an Investment Advisor Representative in Hawaii. Jesse earned the Series 66, Series 7 and SIE licenses. Jesse has specializations in various financial areas including retirement planning, college savings, mutual funds, and fixed income.

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

HILO, HI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jill Mark is an Ameriprise Financial Services, LLC advisor. Jill is licensed in Hawaii and Washington. Jill has been in the industry since 2004. Jill provides financial planning, educational seminars, and portfolio management for businesses and individuals. Jill also offers asset allocation services, selection of other advisors, and publication of periodicals. Jill has experience working with individuals, trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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
location

KAHULUI, HI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jill Senter is a financial advisor registered with Morgan Stanley. Jill has been in the financial industry since 2015 and holds a Series 66, Series 7TO and SIE licenses. Jill specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars.

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

HONOLULU, HI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jimmy Edward Rhymer is a financial advisor with over 20 years of experience in the industry. Jimmy has worked with a variety of firms, including Bancwest Investment Services, Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., and Raymond James Financial Services Advisors, Inc., his current firm. Jimmy is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is registered in Arizona, California, Colorado, Georgia, Hawaii, Illinois, Massachusetts, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon, Texas, Virginia, and Washington. Jimmy specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. He is dedicated to helping clients 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC

location

HONOLULU, HI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jin yoon Chu is an investment advisor representative with Ameriprise Financial Services, LLC, based in Honolulu, HI. Jin yoon Chu has been in the industry since March 29, 1999, and holds several licenses and registrations, including the Series 63, Series 7 and SIE exams. Jin yoon Chu has previously worked at IDS Life Insurance Company in Minneapolis, MN. Jin yoon Chu has a strong background in providing financial planning services to individuals, businesses, and institutions. Their expertise includes asset allocation, portfolio management, and pension consulting. Jin yoon Chu is committed to helping clients achieve their financial goals through personalized advice and investment strategies.

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

Continuum Advisory, LLC | CFP ® (Certifications)

location

Honolulu, HI

0 Disclosures

ADVISOR BIO

Joanna Amberger is a financial advisor with Continuum Advisory, LLC. Joanna has over 15 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. Joanna is registered with the state of Hawaii as an Investment Advisor Representative.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

HONOLULU, HI

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joanne Ritsuko Watanabe is an Ameriprise Financial Services, LLC investment advisor representative. She is registered in 17 states and is licensed to sell securities in 17 states. Joanne has been in the securities industry since 1992 and has passed 6 exams including the Series 7, Series 10, Series 24, Series 63, Series 9 and the SIE. Joanne specializes in providing investment advice to individuals, corporations, and other entities. She has a strong track record of success in the industry and is committed to providing her clients with the highest level of service. Joanne's previous employer was IDS LIFE INSURANCE COMPANY.

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

LPL Financial LLC

location

HONOLULU, HI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Joanne Shimada is a financial advisor with LPL Financial LLC, a leading financial services company. Joanne has over 30 years of experience in the industry, with expertise in a variety of investment products and services. She is committed to providing personalized financial advice to her clients, helping them achieve their financial goals. Joanne holds licenses in several states, including Hawaii, Texas, and others. She offers a wide range of services, including financial planning, investment management, and retirement planning. Joanne is dedicated to providing her 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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