Tafiti Uso, financial advisor Honolulu HI
96 score

Tafiti Uso

CRD Number: 5532009
Current Firm: Raymond James Financial Services Advisors, Inc.

Tafiti Uso (CRD# 5532009) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Honolulu, HI and has over 9 years of experience in the finance industry. Tafiti Uso 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Honolulu, HI May 2017 - Current < 1
Raymond James Financial Services, Inc. Honolulu, HI May 2017 - Current < 1
First Hawaiian Bank Honolulu, HI Aug 2008 - Current 9
Bancwest Investment Services Honolulu, HI Jun 2008 - May 2017 8
First Hawaiian Bank Honolulu, HI Dec 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Tafiti F. Uso
Phone Number: 727-567-3020
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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