Invested Better
Advisors in Honolulu, Hawaii
835 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Honolulu, HI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Ihori is a financial advisor with over 28 years of experience in the industry. Aaron is registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Aaron previously worked with IDS Life Insurance Company from March 1994 to July 2006. Aaron holds Series 7, Series 63 and SIE licenses.

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

Park Avenue Securities LLC

location

HONOLULU, HI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Domingo is an investment advisor representative registered with Park Avenue Securities LLC. Aaron has been active in the financial industry since 2015 and has a strong track record of providing financial advice to clients. Aaron holds the Series 66, Series 7, and SIE licenses, and is currently registered in 13 states. Aaron specializes in providing financial advice to individuals, corporations, and pension plans. Aaron is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFC ® (Certifications)

location

HONOLULU, HI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Adelia C Chung is a financial advisor in Honolulu, HI. Adelia is a registered representative with Park Avenue Securities LLC, where she is an advisor since August 2021. Adelia has been in the financial services industry for over 35 years. Prior to working at Park Avenue Securities, Adelia worked at Securities America, Inc. Adelia Chung has been a volunteer board member at the Rehab Hospital of the Pacific, the Straub Foundation, and the Friends of the UH Cancer Center. She has also been a board member at the YMCA and a trustee at the Tai Yau Chung Trust and the Norah W Chung RLT Trust.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adrian D Holmes is a registered investment advisor representative with Cetera Investment Advisers LLC. Adrian has been in the financial services industry since 2016 and has experience working with Prudential Insurance Company of America, LPL FINANCIAL and NYLIFE SECURITIES LLC. Adrian specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Adrian holds Series 6, 7, 63, 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
Unclaimed

LPL Financial LLC

location

HONOLULU, HI

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aileen Yoshida is a financial advisor with over 20 years of experience in the industry. Aileen is registered with LPL Financial LLC, and is also registered in multiple states as a broker and investment advisor. She has held previous positions at Wells Fargo Advisors Financial Network, LLC and Morgan Stanley DW Inc. Aileen has experience in providing a wide range of financial services, including financial planning, portfolio management for individuals and businesses, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

UBS Financial Services Inc.

location

HONOLULU, HI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Akemi Fukunaga Kaplan is a registered representative with UBS Financial Services Inc., with over 10 years of experience in the financial services industry. Akemi has a Series 66, Series 7, and SIE licenses and is registered in Hawaii. Akemi previously worked for Ameriprise Financial Services, Inc. and AXA Advisors, LLC. Akemi specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and publication of periodicals.

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
Unclaimed

Ameriprise Financial Services, LLC

location

HONOLULU, HI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Alan Kuroiwa is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 1993. Alan Kuroiwa is registered in Hawaii and is also a registered representative of Ameriprise Financial Services, Inc. Prior to Ameriprise Financial Services, LLC Alan Kuroiwa was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bankoh Investment Services, Inc. Alan Kuroiwa specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Alan Kuroiwa has a diverse client base including high-net-worth individuals, trusts/estates, insurance companies, and pension and profit-sharing plans. Alan Kuroiwa is a graduate of [Graduate school name] with a [Degree] in [Major]. Alan Kuroiwa is licensed to sell insurance and securities in [List the states].

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

Commonwealth Financial Network

location

Honolulu, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Alan Du Tran is a registered investment advisor representative, registered with Commonwealth Financial Network in Honolulu, HI. Alan has been in the industry since January 31, 2001. Alan holds the Series 66, Series 7 and SIE licenses. Alan has been registered with Commonwealth Financial Network since May 29, 2015. Prior to Commonwealth Financial Network, Alan was registered with VSR FINANCIAL SERVICES, INC. and AXA ADVISORS, LLC. Alan specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Morgan Stanley

location

Honolulu, HI

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Alan David Tom is a financial advisor with over 27 years of experience in the industry. Alan began his career at CITIGROUP GLOBAL MARKETS INC. in 1995 and joined Morgan Stanley in 2009. Alan is registered as a Registered Representative (RR) in Hawaii and as a Registered Investment Advisor (IA) in Texas and Hawaii. Alan has a wide range of experience in financial advising, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and investment companies, and selection of other advisors.

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

40 Years Experience

0 Disclosures

ADVISOR BIO

Alan Nishimoto is a financial advisor with Osaic Wealth, Inc. based in Honolulu, Hawaii. Alan has been in the financial services industry since October 26, 1984 and has a strong track record of success. Alan has a wide range of experience in providing investment advisory 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

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