Invested Better
Advisors in Honolulu, Hawaii
835 Results
Unclaimed
location

Honolulu, HI

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Ichiro Hidaka is a financial advisor at Morgan Stanley with over 40 years of experience in the industry. Leslie has a broad range of experience and expertise in providing investment advice and financial planning services to individuals, corporations, and institutions. Leslie holds Series 3, 7, 15, 63, and 65 licenses, as well as the SIE. Leslie is registered to provide investment advice in Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Massachusetts, Michigan, Missouri, Nevada, New Mexico, New York, North Carolina, Oregon, Texas, and Washington. Leslie has previously worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Leslie is dedicated to helping clients reach their financial goals and providing them with personalized financial advice and guidance.

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

Cuso Financial Services, LP

location

HONOLULU, HI

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lester John De peralta is a registered investment advisor representative with Cuso Financial Services, LP. Lester has been in the securities industry since December 9, 2005 and has been with Cuso Financial Services, LP since August 27, 2010. Lester is registered with the states of California, Colorado, Hawaii, Illinois, and Nevada. Lester has a Series 63 and Series 66 registration as well as a Series 7 and SIE. Lester's firm, Cuso Financial Services, LP, is a registered investment advisor with the SEC and has offices in San Diego, CA. Cuso Financial Services, LP provides investment advisory services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

HONOLULU, HI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Liane Chong is a financial advisor in Honolulu, HI. Liane has been a registered representative for 13 years. Liane is currently registered with MML Investors Services, LLC and has been with this firm since May 2019. Liane has also worked for Ameriprise Financial Services, Inc., Financial Advisers of America, LLC and Mass Mutual Life Insurance Company. Liane is licensed in California, Colorado, Hawaii and North Carolina. Liane specializes in providing financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting services. Liane has a strong track record of 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

HONOLULU, HI

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Lila Renee Marantz is a financial advisor with over 30 years of experience in the financial services industry. Lila currently works at Stifel, Nicolaus & Company, Inc. and is licensed to provide investment advice in Hawaii and Texas. Prior to joining Stifel, Nicolaus & Company, Inc. in 2011, Lila worked at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Lila holds Series 3, 7, and 63 securities licenses, as well as a Series 65 investment advisor license. She has a strong track record of providing 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Honolulu, HI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Lina P. Aiwohi is a registered representative with Morgan Stanley. Lina has been in the securities industry since December 19, 2005, and has held previous roles at Citigroup Global Markets Inc. and UBS Financial Services Inc. Lina holds Series 7 and Series 66 licenses and has a broad range of experience serving clients in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Washington. Lina works out of the Honolulu branch office of 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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Honolulu, HI

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lincoln Katsumi Koike is a financial advisor with Ameriprise Financial Services, LLC. Lincoln has been in the industry since October 1996 and has passed several exams including the Series 7, Series 63 and the SIE. Lincoln holds the designation of Certified Financial Planner and is registered in 18 states to offer investment advice. Lincoln's firm specializes in providing portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

Honolulu, HI

experience

37 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Linda Joan Fulgenzi is a financial professional with over 30 years of experience in the financial services industry. Linda is a registered representative with Raymond James & Associates, Inc. in Honolulu, Hawaii, and has been with the firm since November 2017. Previously, Linda was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, Arizona, from 2008 to 2017. Linda has a strong background in financial planning, portfolio management, and investment advice. Linda is committed to providing personalized financial advice and 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Morgan Stanley

location

Honolulu, HI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Linda Ko is a registered investment advisor representative at Morgan Stanley. Linda has been in the industry since December 2021 and has a Series 66, Series 7TO, and SIE license. Linda is currently registered in Hawaii and Texas. Linda's firm, Morgan Stanley, is a large investment firm with over $1 trillion in assets under management. They provide a wide range of investment services, including financial planning, portfolio management, and investment advisory services. Linda has worked at Mercer Investment in San Francisco prior to joining 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

Edward Jones | CFP ® (Certifications)

location

HONOLULU, HI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Linda Le is a financial advisor with Edward Jones. Linda has been in the financial industry for over 20 years. Linda is registered with the state of Hawaii and is also registered with the state of Texas. Linda provides a variety of financial services to individuals, families, and businesses. Linda is committed to helping her clients reach their financial goals. Linda is a Certified Financial Planner and holds the Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

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

Honolulu, HI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lindsay Mist is a registered investment advisor representative, licensed with Morgan Stanley. Lindsay has been in the industry since August 2009 and has a Series 7, 31, and 66 license. Lindsay also has experience in financial planning, pension consulting and educational seminars. Lindsay is registered in 28 states and the District of Columbia. Lindsay is also a board member of Goodwill Hawaii.

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

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