Invested Better
Advisors in Hawaii
1,091 Results
Unclaimed

Park Avenue Securities LLC

location

HONOLULU, HI

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marko Mijuskovic is a registered representative with Park Avenue Securities LLC, a firm with offices in New York, NY. Marko has been in the securities industry since June 22, 2006, and has a wide range of experience in financial planning and portfolio management for individuals. Marko is licensed in 20 states and is committed to providing personalized financial guidance to help clients achieve their financial goals. Marko is also a trustee of the Business Solutions LLC 401k Retirement Plan and has experience in real estate investing.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

HONOLULU, HI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Marlene Halim is a financial advisor with Equitable Advisors, LLC, a large firm based in New York. Marlene has been in the financial services industry since 2005. Marlene holds Series 7 and 66 securities licenses, as well as the SIE exam. Marlene specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Marlene is registered to provide investment advice in Hawaii, Louisiana, Nebraska, Nevada, and Washington.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Honolulu, HI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Marlon Ray Ramos is a registered representative with Charles Schwab & CO., Inc. located in Honolulu, HI. Marlon is also a licensed Series 63, Series 7, Series 9, and Series 10. Marlon has been in the financial industry since 2015 and has worked at Fidelity Brokerage Services LLC prior to joining Charles Schwab & CO., Inc. Marlon specializes in investment advisory services, financial planning, and selecting other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

LPL Financial LLC

location

HONOLULU, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Marshall Lum is a financial advisor with LPL Financial LLC in HONOLULU, HI. Marshall has been in the financial services industry since 1998 and has extensive experience in providing financial planning, investment advice and other services to a wide range of clients. Marshall has held licenses and registrations with several other firms prior to joining LPL Financial LLC in 2012, including Allstate Financial Services, LLC, SOURCE CAPITAL GROUP, INC. and Morgan Stanley DW INC. Marshall holds Series 7, 63, 31 and 65 licenses.

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

HONOLULU, HI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Martin Lau is a financial advisor with over 10 years of experience in the industry. Martin has a strong background in helping individuals and families develop and implement financial plans. Martin currently works with LPL Financial LLC and has previously worked with a number of other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CUNA Brokerage Services, Inc. and CUSO Financial Services, L.P. Martin holds a variety of licenses and certifications, including Series 7, Series 63, Series 65, and Series 66. Martin is committed to providing clients with personalized service 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Valic Financial Advisors, Inc.

location

HONOLULU, HI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Marvin Baysa is a financial advisor with over 13 years of experience in the industry. Marvin is currently registered with Valic Financial Advisors, Inc. Marvin has previously worked with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., and Edward Jones. Marvin has passed the Series 66, Series 7 and SIE exams. Marvin is registered with the state of Hawaii.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Parallel Advisors, LLC

location

Honolulu, HI

0 Disclosures

ADVISOR BIO

Mary Frances k m Meyer is a registered investment advisor representative with Parallel Advisors, LLC. Mary has been in the industry since January 1998, and holds a Series 65 license. Mary's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting. Mary is registered in Hawaii.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Honolulu, HI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mary Ann Manahan is a financial professional with over 16 years of experience in the industry. Mary Ann has worked for several well-known financial institutions, including TD Ameritrade, Scottrade, and AXA Advisors. Mary Ann is currently a registered representative with Charles Schwab & Co., Inc. and holds several licenses and certifications.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Wells Fargo Clearing Services, LLC | CFP Ā® (Certifications)

location

KEALAKEKUA, HI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Mary frances Ray Ewing is a financial advisor who has been in the industry since 1986. Ewing is registered with Wells Fargo Clearing Services, LLC and has a branch office in Kealakekua, HI. Ewing holds several industry licenses, including the Series 7, Series 63, and Series 65 exams. Prior to joining Wells Fargo, Ewing worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc.

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

HONOLULU, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Joswick is a financial advisor at Edward Jones. Matthew has been in the industry since 2012 and is licensed to provide advisory services in 17 states. Matthew holds Series 7, 66, and SIE licenses. Matthew has a strong background in financial planning and portfolio management. He is committed to providing clients with personalized financial advice that helps them reach their goals. Matthew is passionate about helping individuals and families achieve their financial goals.

SPECIALIZATIONS

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

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