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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
Alek Ahana (CRD# 6345321) is an Investment Advisor Representative working at Edward Jones in Lihue, HI and has over 9 years of experience in the finance industry.
Kellyn Archer (CRD# 6851801) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lihue, HI and has over 5 years of experience in the finance industry.
Robin Dame (CRD# 6618059) is an Investment Advisor Representative working at Edward Jones in Lihue, HI and has over 7 years of experience in the finance industry.
Brad Klontz (CRD# 6256625) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Lihue, HI and has 1 year of experience in the finance industry. Brad Klontz 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.
Michael Mears (CRD# 7053485) is an Investment Advisor Representative working at Edward Jones in Lihue, HI and has over 5 years of experience in the finance industry.
Ariel Oasay (CRD# 3246013) is an Investment Advisor Representative working at Lpl Financial LLC in Lihue, HI and has over 24 years of experience in the finance industry.
Christopher Rine (CRD# 2810899) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lihue, HI and has over 27 years of experience in the finance industry.
Thomas Rosellini (CRD# 2400298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lihue, HI and has over 21 years of experience in the finance industry.
Gordon Yee (CRD# 2339698) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Lihue, HI and has over 30 years of experience in the finance industry.
Mikal Moranz (CRD# 7666828) is an Investment Advisor Representative working at Lpl Financial LLC in Lihue, HI and has 1 year of experience in the finance industry.