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Distance Only Kailua, HI
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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
Taylor Kaleikau (CRD# 6630907) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kailua, HI and has over 7 years of experience in the finance industry.
Christopher Kam (CRD# 1448477) is an Investment Advisor Representative working at Edward Jones in Kailua, HI and has over 25 years of experience in the finance industry.
Taylor McClafferty (CRD# 6757472) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kailua, HI and has over 6 years of experience in the finance industry.
Francis McRoberts (CRD# 812207) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kailua, HI and has over 42 years of experience in the finance industry. Francis McRoberts 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.
Paul McWilliams (CRD# 6258785) is an Investment Advisor Representative working at Inspire Advisors, LLC in Kailua, HI and has over 9 years of experience in the finance industry.
Sandra Mew-Mcroberts (CRD# 1072446) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kailua, HI and has over 41 years of experience in the finance industry. Sandra Mew-Mcroberts 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.
April Nakayama (CRD# 6560115) is an Investment Advisor Representative working at Kala Capital in Kailua, HI and has over 8 years of experience in the finance industry.
William Stack (CRD# 6518714) is an Investment Advisor Representative working at Edward Jones in Kailua, HI and has over 8 years of experience in the finance industry.
Guy Steele (CRD# 1922223) is an Investment Advisor Representative working at Edward Jones in Kailua, HI and has over 35 years of experience in the finance industry. Guy Steele 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.
Laura Young (CRD# 6805656) is an Investment Advisor Representative working at Edward Jones in Kailua, HI and has over 6 years of experience in the finance industry.