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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Darryl Wong (CRD# 5699334) is an Investment Advisor Representative working at Edward Jones in Kaneohe, HI and has over 14 years of experience in the finance industry.
Kaelene Wong (CRD# 4423139) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Kaneohe, HI and has over 15 years of experience in the finance industry.
Ilan Amir (CRD# 6428374) is an Investment Advisor Representative working at Shomer Hawaii, LLC in Kaneohe, HI and has over 9 years of experience in the finance industry.
Kainoa Broad (CRD# 7024049) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kaneohe, HI and has over 4 years of experience in the finance industry.
Jason Cutitta (CRD# 7461355) is an Investment Advisor Representative working at Toba Financial in Kaneohe, HI and has over 2 years of experience in the finance industry.
Herling Lee (CRD# 2893156) is an Investment Advisor Representative working at Rcm Advisory in Kaneohe, HI and has over 26 years of experience in the finance industry.
Lori Pasion (CRD# 4938709) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kaneohe, HI and has over 19 years of experience in the finance industry.
Nicholas Abbott (CRD# 4818301) is an Investment Advisor Representative working at Mission Financial Group, LLC in Honolulu, HI and has over 16 years of experience in the finance industry.
Chad Adams (CRD# 3199222) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Honolulu, HI and has over 25 years of experience in the finance industry.
Steve Adams (CRD# 1916417) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Honolulu, HI and has over 35 years of experience in the finance industry. Steve Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.