Invested Better
Financial Planning Services Advisors in Wailuka, Hawaii
Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Wailuka, HI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Davin L. Wada is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2022, and previously worked with EDWARD JONES in Wailuku, HI, from July 2010 to June 2022. Davin holds the Series 66, Series 7, and SIE exams. Davin has been actively working in the financial industry since July 2010. Davin is also registered as an Investment Advisor Representative (IAR) in Hawaii and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D