Invested Better
Advisors in Honolulu, Hawaii
835 Results
Unclaimed
location

HONOLULU, HI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Trisha Kent-white is a financial advisor with over 6 years of experience in the industry. Trisha is currently registered with LPL Financial LLC as a Registered Representative. She holds licenses in 14 states and has passed the Series 66, Series 7, and SIE exams. Trisha is committed to providing personalized financial planning and investment 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Honolulu, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Troy Torigore is a financial advisor with Morgan Stanley. Troy has been in the financial services industry since 2001. Troy has a Series 7, Series 31, and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Troy is registered in Alaska, Arizona, California, Connecticut, Delaware, Florida, Hawaii, Massachusetts, New Hampshire, New Mexico, New York, Oregon, Texas, Utah, Washington, and Wyoming. Troy is also registered as an Investment Advisor Representative (IAR) in Hawaii and Texas.

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

LPL Financial LLC | CFP ® (Certifications)

location

HONOLULU, HI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Troy Takeshi Enoka is a financial advisor with over 5 years of experience in the industry. Troy is registered with LPL Financial LLC and Island Wealth Management. Troy is also a Certified Financial Planner. Troy specializes in providing financial planning and consulting services. Troy's experience includes working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Troy is committed to providing his clients with personalized financial advice that meets their unique needs.

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

Osaic Wealth, Inc.

location

HONOLULU, HI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Troy Hiroki Nishimoto is a registered representative with Osaic Wealth, Inc., a firm that provides investment advice to individuals, businesses, and institutions. Troy specializes in a variety of areas, including financial planning, pension consulting, and portfolio management. Previously, Troy was affiliated with Securities America, Inc. and has experience in the securities industry.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Tsuyoshi Tsurumi is a financial advisor associated with Bankoh Investment Services, Inc. He is a registered representative and investment advisor representative in Hawaii. His expertise lies in providing comprehensive financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Bankoh Investment Services, Inc., Tsuyoshi held a position at Raymond James Financial Services, Inc. He holds a Series 7TO and SIE licenses, and the Series 66 Uniform Combined State Law Examination license.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

HONOLULU, HI

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Tucker Tsuyoshi Torigoe is a financial advisor with over 30 years of experience in the financial services industry. Tucker is currently registered with Osaic Wealth, Inc., a firm that provides financial advisory services to a diverse clientele. Tucker has held previous positions with several reputable firms, including Woodbury Financial Services, Inc., Securities America, Inc., Princor Financial Services Corporation, VALIC Financial Advisors, Inc., and Prudential Investment Management Services LLC. Tucker holds a Series 6, Series 63, and Series 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

Ameriprise Financial Services, LLC

location

Honolulu, HI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ty Tirpak is a financial advisor with Ameriprise Financial Services, LLC, where Ty has been with the firm since May 2018. Ty has been a registered representative for 5 years and holds the Series 66, Series 7, and SIE licenses. Ty has experience in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

HONOLULU, HI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Takahata is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Tyler has been in the industry since August 2019 and holds Series 66, Series 7TO, and SIE licenses. Tyler is registered in 35 states across the United States, including Hawaii, Texas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Virginia, Washington, Wisconsin, and Wyoming. Tyler is also a Notary Public in Honolulu, Hawaii.

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

Osaic Wealth, Inc.

location

HONOLULU, HI

0 Disclosures

ADVISOR BIO

Valerie Chun is a registered investment advisor representative with Osaic Wealth, Inc. located in Honolulu, Hawaii. Valerie Chun has been in the financial services industry since 2000. Valerie Chun has a Series 7TO, Series 66 and SIE securities license and is registered with the state of Hawaii. Valerie Chun specializes in providing 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
Unclaimed

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

HONOLULU, HI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Schmidt is a financial advisor at Ameriprise Financial Services, LLC. Valerie has been in the industry since June 1997, with experience at both Ameriprise Financial Services, Inc. and IDS LIFE INSURANCE COMPANY. Valerie is registered as a Registered Representative in Hawaii and Texas. She is also a Certified Financial Planner and a Chartered Financial Consultant. Valerie provides financial advice to individuals, families, and businesses. She specializes in asset allocation, financial planning, and portfolio management. Valerie is committed to helping her 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 SERVICES
Publication of Financial Periodicals

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