Invested Better
Advisors in Hawaii
1,091 Results
Unclaimed

Cadinha & Co. LLC

location

HONOLULU, HI

0 Disclosures

ADVISOR BIO

Niel Preston Lentz is a registered Investment Advisor Representative in Hawaii and a Resident Investment Advisor Representative in Texas. Niel is an experienced advisor with over 30 years of experience. His current firm is Cadinha & Co. LLC, based in Honolulu, Hawaii. Niel's previous firm was Dean Witter Reynolds Inc., a firm which is currently not active. Niel's professional experience has been focused on working with high net worth individuals, corporations, and charitable organizations. He specializes in portfolio management, financial planning, and consulting.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

HONOLULU, HI

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

N. jennifer Junatas MacAraeg is a financial professional with over 25 years of experience in the financial services industry. N. jennifer is currently registered with Osaic Wealth, Inc., an independent registered investment advisor with a national presence. Prior to joining Osaic Wealth, Inc., N. jennifer worked for LPL Financial LLC for over 12 years. N. jennifer specializes in providing financial planning and investment management services to individuals, families, and small businesses. N. jennifer is also a Certified Financial Planner™.

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

28 Years Experience

0 Disclosures

ADVISOR BIO

Nobuyuki Kita is a financial advisor with over 25 years of experience in the industry. Nobuyuki is currently registered with Osaic Wealth, Inc. and holds Series 3, 7, 63, and 66 licenses. Prior to joining Osaic Wealth, Inc., Nobuyuki worked for SAGEPOINT FINANCIAL, INC., AXA ADVISORS, LLC, and Ameriprise Financial Services, Inc. Nobuyuki Kita provides a range of financial services to clients including financial planning, portfolio management for individuals and businesses, and pension consulting. Nobuyuki is committed to providing his clients with the highest level of service and personalized attention.

SPECIALIZATIONS

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

Morgan Stanley

location

Honolulu, HI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Noel Pacarro Brown is a registered investment advisor representative with Morgan Stanley. Noel is licensed to provide investment advice in 32 states and the District of Columbia. Noel has been in the securities industry since 2006 and has a history of working with Morgan Stanley and its predecessors. In addition to Noel's current employment, Noel is on the advisory board of The Investment Integration Project (TIIP). Noel's areas of expertise include portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

HONOLULU, HI

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Noreen Clement is a financial professional with over 40 years of experience in the financial services industry. Noreen is a Registered Representative with Osaic Wealth, Inc. and holds the Series 6, 7, 24, 52, 53, and 63 licenses. Noreen also holds the Certified Financial Planner designation. Noreen has a strong background in providing financial planning, portfolio management, and insurance services 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
location

LIHUE, HI

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nylene Numazawa is an investment advisor representative at Edward Jones, based in Lihue, HI. Nylene has been in the financial services industry since 1998. Nylene is registered with FINRA as a general securities representative and holds the Series 63, 65, 66 and SIE licenses. Previously, Nylene worked at Bankoh Investment Services, Inc., Raymond James Financial Services, Inc., BancWest Investment Services, Inc., LPL Financial LLC, VSR Financial Services, Inc., UVEST Financial Services Group, Inc., and Bankoh Investment Services, Inc. Nylene also holds state licenses in Arizona, California, Colorado, Hawaii, Illinois, Michigan, Nevada, Ohio, Oregon, Texas, Virginia, and Washington.

SPECIALIZATIONS

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

THE Rice Partnership, LLC

location

HONOLULU, HI

0 Disclosures

ADVISOR BIO

Orest Saikevych is an investment advisor representative at The Rice Partnership, LLC. Orest is registered with the state of Hawaii. Orest has been in the industry since July 2013. Orest is also an investment advisor representative at Wealthjar Investment Advisory, LLC. Orest is a Series 65 licensed professional. Orest has passed the Uniform Investment Adviser Law Examination. Orest is specialized in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Orest focuses on serving the needs of charitable organizations, high net worth individuals, corporations or other businesses, and individuals other than high net worth.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Owen Yamamura is an investment advisor representative at Cetera Investment Advisers LLC. Owen has been in the financial services industry for over 23 years. Owen has a Series 6, 7, 26, 63, 65, 99TO and SIE licenses. Owen is registered in Arizona, California, Florida, Hawaii, Maine, Mississippi, North Carolina, Oregon, Tennessee, Texas and Washington. Owen's previous employers include FIRST ALLIED SECURITIES, INC. and LINSCO/PRIVATE LEDGER CORP.

SPECIALIZATIONS

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

Bankoh Investment Services, Inc.

location

HONOLULU, HI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Pastora Dona Fonacier is a registered investment advisor representative with Bankoh Investment Services, Inc. Pastora has been in the financial industry since May 17, 1999. Pastora is licensed in Arizona, California, Hawaii, Nevada, Oregon and Washington. The individual is also licensed in Hawaii as an investment advisor. The advisor specializes in providing financial planning and investment advice for individuals and businesses. Pastora also selects other advisors and provides portfolio management for businesses and individuals.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

HONOLULU, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Chock is a financial advisor with UBS Financial Services Inc. based in Honolulu, HI. Patricia has been working in the financial services industry since 1998. Patricia's experience includes previous roles at QUESTAR CAPITAL CORPORATION, SAGEPOINT FINANCIAL, INC., METLIFE SECURITIES INC., AMERIPRISE FINANCIAL SERVICES, INC., BANKOH INVESTMENT SERVICES, INC., and BANCWEST INVESTMENT SERVICES, INC.. Patricia is registered with the state of Hawaii and holds Series 7, Series 63, and Series 65 licenses. Patricia is a specialist in various areas including Retirement Planning, College Savings, Estate Planning, and Insurance.

SPECIALIZATIONS

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

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