Invested Better
Portfolio Management for Businesses Advisors in Kahului, Hawaii
36 Results
Unclaimed

LPL Financial LLC

location

KAHULUI, HI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Monoogan is a financial advisor with LPL Financial LLC in Kahului, Hawaii. Aaron is licensed to provide investment advice in California, Hawaii, Oklahoma, Oregon, Tennessee, and Washington. Aaron has been in the industry since 2019 and specializes in 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

KAHULUI, HI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Andrea June Anderson is a financial advisor who has been in the industry since 2009. Andrea is currently registered with Edward Jones. Andrea has a Series 66, Series 7 and SIE license and is registered with the state of Hawaii and Texas. Andrea has experience working with clients, including individuals, corporations, partnerships and charitable organizations.

SPECIALIZATIONS

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

Buck Wealth Strategies, LLC

location

Kahului, HI

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Arthur Austin is a registered investment advisor representative at Buck Wealth Strategies, LLC. Arthur has been in the industry since 2013 and has experience in insurance sales and securities sales. Arthur is also a registered representative with Madison Avenue Securities, LLC. Arthur is registered in 11 states, including California, Colorado, Florida, Hawaii, Nevada, New Mexico, Oregon, South Carolina, Virginia and Wisconsin. Arthur's specializations include financial planning, pension consulting and portfolio management for individuals. Buck Wealth Strategies, LLC specializes in financial planning, pension consulting and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Kahului, HI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Kealiiomaluhia Brock is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Kahului, HI. Austin has been in the industry since 2021 and is registered with the state of Hawaii. Austin has Series 7TO and Series 66 licenses. They also hold a SIE license. Austin specializes in providing investment advice 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Commonwealth Financial Network

location

KAHULUI, HI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Elliot Luke is a registered representative with Commonwealth Financial Network. Brandon has been in the industry since December 2010. Brandon is registered with the state of Hawaii and is also registered with FINRA. Brandon is a Series 66 and Series 7 licensed representative and holds the SIE license. Brandon works at the Kahului, HI branch office of Commonwealth Financial Network.

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
location

KAHULUI, HI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Bryce Kotaro Thayer is a registered representative with Morgan Stanley. Bryce has been in the securities industry since June 2, 2014 and holds a Series 7, Series 66, and SIE license. Bryce specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and 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
location

KAHULUI, HI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Claire Miyasato is an active investment advisor representative with Morgan Stanley. Claire has been in the securities industry since September 1, 2005, and has worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Claire has Series 7, 31 and 66 licenses and SIE certification. Claire is registered in California, Delaware, Florida, Hawaii, Maryland, Oregon, Texas, and Washington. Claire specializes in portfolio management for individuals, businesses, and investment companies. Claire offers financial planning, pension consulting, educational seminars, and selection of other advisers. Claire is also a sole proprietor of rental property.

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
location

KAHULUI, HI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Brice Toyomura is a registered investment advisor representative with Morgan Stanley. David has been in the financial services industry for over 22 years. He is a licensed securities professional with Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). David has a history of working at Citigroup Global Markets Inc. before joining Morgan Stanley. His office is located at 33 LONO AVENUE, SUITE 330 in KAHULUI, HI. David is registered in multiple states including, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. David specializes in serving the needs of high-net-worth individuals, investment companies, corporations, insurance companies, and charitable organizations.

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

Raymond James Financial Services Advisors, Inc.

location

KAHULUI, HI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Dennis Ducatt is a wealth advisor with Raymond James Financial Services Advisors, Inc. in Kahului, Hawaii. Dennis has been in the financial services industry since 2010 and is registered with the state of Hawaii. Dennis has a wide range of experience, having previously worked with Bankoh Investment Services, Inc., BANCWEST INVESTMENT SERVICES, INC., and Mutual of Omaha Investor Services, Inc. Dennis is committed to providing his clients 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

KAHULUI, HI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Desiree Ting is an investment advisor representative at LPL Financial LLC. Desiree has been in the industry for 8 years. Desiree Ting works with clients in the areas of financial planning, portfolio management for businesses, and portfolio management for individuals. Desiree Ting is licensed to provide investment advice in the states of California, Hawaii, Michigan, Nevada, New Mexico, Oregon, and Washington.

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

Need help matching

with the right advisor?