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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
Joy Oh (CRD# 6031149) is an Investment Advisor Representative working at Mariner Wealth in Ookala, HI and has over 11 years of experience in the finance industry.
Rebecca Chacko (CRD# 4509445) is an Investment Advisor Representative working at Chacko-hertz Financial Solutions LLC in Ninole, HI and has over 22 years of experience in the finance industry. Rebecca Chacko 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.
Michael Chang (CRD# 5176489) is an Investment Advisor Representative working at Lpl Financial LLC in Hilo, HI and has over 17 years of experience in the finance industry.
Jonathan Countess (CRD# 1729107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hilo, HI and has over 36 years of experience in the finance industry.
Eric Fujimoto (CRD# 2482672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hilo, HI and has over 29 years of experience in the finance industry.
David Hall (CRD# 3029826) is an Investment Advisor Representative working at Peak Planning Group, LLC in Hilo, HI and has over 26 years of experience in the finance industry.
Joslyn Hoota (CRD# 1580459) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hilo, HI and has over 37 years of experience in the finance industry.
Richard Jeffery (CRD# 813255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kamuela, HI and has over 41 years of experience in the finance industry. Richard Jeffery 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.
Barry Jensen (CRD# 4788000) is an Investment Advisor Representative working at Lpl Financial LLC in Hilo, HI and has over 20 years of experience in the finance industry.
Robert Kennedy (CRD# 1411950) is an Investment Advisor Representative working at Edward Jones in Kamuela, HI and has over 38 years of experience in the finance industry.