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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
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.
Michael Kramer (CRD# 4405730) is an Investment Advisor Representative working at Natural Investments in Kailua Kona, HI and has over 15 years of experience in the finance industry. He exclusively manages portfolios of sustainable, responsible, and impact investments, both private and public. Michael serves on the national policy committee of US SIF: The Forum for Sustainable and Responsible Investment. He is active in shareholder advocacy and policy initiatives locally and nationally. He is the co-author of The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015).
Mia Nakagawa (CRD# 5228630) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kailua Kona, HI and has over 11 years of experience in the finance industry.
Michael Petrosian (CRD# 2965250) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kailua Kona, HI and has over 18 years of experience in the finance industry.
Andrew Spitz (CRD# 2926265) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kamuela, HI and has over 26 years of experience in the finance industry.
Micah Wang (CRD# 6858821) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kailua Kona, HI and has over 5 years of experience in the finance industry.
William Wong (CRD# 4534405) is an Investment Advisor Representative working at Investment Dynamics Consulting Group, LLC in Kailua-kona, HI and has 1 year of experience in the finance industry.
Kyle Woods (CRD# 6523602) is an Investment Advisor Representative working at Edward Jones in Kailua Kona, HI and has over 8 years of experience in the finance industry.
Rosalind Wright (CRD# 2714936) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kamuela, HI and has over 28 years of experience in the finance industry.
Brett Carey (CRD# 7788709) is an Investment Advisor Representative working at Edward Jones in Kailua Kona, HI and has 1 year of experience in the finance industry.