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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
Allan Rosen (CRD# 1146570) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wailuku, HI and has over 40 years of experience in the finance industry.
Doris Saki (CRD# 2320468) is an Investment Advisor Representative working at Lpl Financial LLC in Wailuku, HI and has over 29 years of experience in the finance industry.
Brian Thomas (CRD# 3108812) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Makawao, HI and has over 25 years of experience in the finance industry.
Jason Williams (CRD# 3087614) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wailuku, HI and has over 25 years of experience in the finance industry.
George Wood (CRD# 6142264) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Haiku, HI and has 1 year of experience in the finance industry.
Justin Clark (CRD# 7125460) is an Investment Advisor Representative working at Avantax Advisory Services in Makawao, HI and has over 4 years of experience in the finance industry.
Richard Hoffman (CRD# 7316327) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in Kihei, HI and has over 3 years of experience in the finance industry.
Curtis Kuge (CRD# 2666827) is an Investment Advisor Representative working at Edward Jones in Wailuku, HI and has over 26 years of experience in the finance industry.
Jennifer Macedo (CRD# 7033861) is an Investment Advisor Representative working at Front Street Financial in Lahaina, HI and has over 3 years of experience in the finance industry. Jennifer Macedo 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.
Shaun Moore (CRD# 7218946) is an Investment Advisor Representative working at Edward Jones in Pukalani, HI and has over 3 years of experience in the finance industry.