Yuka Tarui (CRD# 7093959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Honolulu, HI and has over 5 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | Honolulu, HI | Aug 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Honolulu, HI | Apr 2019 - Current | 5 |
First Hawaiian Bank | Honolulu, HI | Jan 2019 - Current | 5 |
First Hawaiian Advisors Dba | Honolulu, HI | Jan 2019 - Current | 5 |
Irst Hawaiian Advisors Dba | Honolulu, HI | Jan 2019 - Current | 5 |
Pacific Bridge Wealth Resources | Honolulu, HI | Aug 2016 - Dec 2018 | 2 |
Unemployed | Honolulu, HI | Mar 2016 - Aug 2016 | < 1 |
Learning Biz | Honolulu, HI | Jan 2016 - Feb 2016 | < 1 |
Unemployed | Honolulu, HI | Nov 2015 - Jan 2016 | < 1 |
Pharmacare Hawaii | Honolulu, HI | Jul 2014 - Nov 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- HI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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