Resumes
Resumes
Associate Partner And Financial Advisor
View pageLocation:
Honolulu, HI
Industry:
Financial Services
Work:
Fraser Financial Group of Hawaii - Honolulu, HI since Dec 2010
Financial Strategies
Jacobs & Komori - Honolulu, HI since Aug 2010
Junior Partner
Fraser Financial Group - Beverly Hills, CA Nov 2009 - Nov 2011
Financial Strategies
Financial Strategies
Jacobs & Komori - Honolulu, HI since Aug 2010
Junior Partner
Fraser Financial Group - Beverly Hills, CA Nov 2009 - Nov 2011
Financial Strategies
Education:
University of La Verne
BS, Business Administration, Finance
BS, Business Administration, Finance
Skills:
Retirement Planning
Financial Analysis
Disclosure
Investments
Insurance
Retirement
Finra
Securities
Strategic Financial Planning
Investment Advisory
Financial Advisory
Wealth Management
Uniform Combined State Law
Risk Management
Financial Reporting
Wealth
Mutual Funds
Disability Insurance
401K
Series 6
Series 7
Series 63
Financial Planning
Customer Service
Financial Analysis
Disclosure
Investments
Insurance
Retirement
Finra
Securities
Strategic Financial Planning
Investment Advisory
Financial Advisory
Wealth Management
Uniform Combined State Law
Risk Management
Financial Reporting
Wealth
Mutual Funds
Disability Insurance
401K
Series 6
Series 7
Series 63
Financial Planning
Customer Service
Languages:
English
Certifications:
Accredited Investment Fiduciary