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Financial Planning Services Advisors in Kaneohe, Hawaii
13 Results
Unclaimed
location

KANEOHE, HI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Criado is an active investment advisor representative. He is registered with Edward Jones, which is a firm with over 824 billion dollars in regulatory assets under management. Antonio has been in the industry since 2013. Antonio has passed the Series 66, Series 7, and SIE exams. Antonio is registered in 23 states and specializes in providing financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

KANEOHE, HI

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Byrer is an active Registered Representative and Investment Advisor Representative with Edward Jones. Christopher has been in the industry since June 19, 2002, and has a Series 63, 65, 7 and SIE. Christopher is registered in 20 states and has a Certified Financial Planner designation.

SPECIALIZATIONS

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

KANEOHE, HI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Darryl Lee Wong is an Investment Advisor Representative at Edward Jones. Darryl has been in the industry since September 20, 2009 and holds a Series 7, Series 66 and SIE. Darryl is registered in 17 states. Darryl is also a Registered Representative at Edward Jones. The office is located in Kaneohe, HI. Edward Jones has approximately 22,210 registered representatives and 22,226 investment advisory functions, 21,738 are investment adviser representatives and 19,832 are licensed agents.

SPECIALIZATIONS

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

Kaneohe, HI

0 Disclosures

ADVISOR BIO

Herling Ryan Lee is an investment advisor representative with RCM Advisory. Herling has been active in the industry since August 1997, working in the financial services industry. Herling Ryan Lee has a Series 65, Series 63, Series 31 and Series 7. Herling is currently registered in Hawaii and is also registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Shomer Hawaii, LLC

location

KANEOHE, HI

0 Disclosures

ADVISOR BIO

Ilan David Amir is a financial professional with experience in the financial services industry. Ilan holds Series 6, Series 63 and Series 65 licenses, and is registered with the state of Hawaii. Ilan is currently affiliated with Shomer Hawaii, LLC, which is located in Kaneohe, Hawaii. Ilan has previously worked for ONEAMERICA SECURITIES, INC. in Indianapolis, Indiana.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Unclaimed

Cetera Investment Advisers LLC

location

KANEOHE, HI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Bader is a financial advisor with over 18 years of experience in the industry. Jeremy is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion in assets under management. Jeremy provides financial planning services to individuals, families, and businesses. He is also a registered investment advisor representative in Hawaii and holds the Series 66, Series 7 and SIE securities 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

KANEOHE, HI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kaelene Kauionalani Wong is a financial advisor with LPL Financial LLC. Kaelene has been in the financial industry since 2008 and has a Series 66 and Series 7 license. Kaelene is registered in California, Hawaii, Idaho, and New York. Kaelene has also held previous positions with MSI Financial Services, Inc., Edward Jones, Signator Investors, Inc., MML Investors Services, LLC, and Lincoln Financial Securities Corporation. Kaelene is also the owner of Hi-Rizers and Kae Wong, LLC.

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

LPL Financial LLC

location

KANEOHE, HI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kainoa Broad is a financial advisor with LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. Kainoa is registered with the state of Hawaii, and has been in the financial services industry since 2019. Kainoa has a wide range of experience, specializing in providing financial planning, investment management, and insurance sales. Kainoa is also an active member of the community, serving as a business owner of AK907 Fitness. Kainoa's commitment to helping clients achieve their financial goals is evident in the wide variety of services offered and the breadth of experience Kainoa brings to the table.

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

Raymond James Financial Services Advisors, Inc.

location

KANEOHE, HI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kamalu Glover penjemane Kaluhiokalani is a financial advisor at Raymond James Financial Services Advisors, Inc. Kamalu has been in the financial industry for over 10 years. They have a Series 7, Series 66, and SIE licenses and has experience working for Merrill Lynch, Pierce, Fenner & Smith Incorporated as well as Bank of America, N.A. Kamalu provides portfolio management services to individuals, businesses, and pension plans. They are also able to provide financial planning, educational seminars, and selection of other advisors. Kamalu is registered in several states including Arizona, California, Colorado, Florida, Hawaii, Kentucky, Maryland, Missouri, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Virginia, and Washington.

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

Equitable Advisors, LLC

location

KANEOHE, HI

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Manuel Dayao is a financial advisor at Equitable Advisors, LLC, located in Kaneohe, HI. Manuel has been in the financial services industry since 1981 and is registered to provide investment advice in Hawaii. Manuel holds multiple securities licenses, including Series 6, 7, 22, 26, 63, 65, and 66. Manuel is a strong advocate for financial planning and portfolio management for 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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