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Financial Advisers in US

Hawaii Financial Advisers Directory

Trustoria includes a professional profile for nearly every Financial Adviser in Hawaii.

Find more Financial Advisers and other Financial brokers near in Hawaii by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

17 results found

David Glaser Honolulu, HI

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Development Director • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Senior Sales Development Manager at New York Life Insurance Company
Title:
ChFC®, CLU®, LUTCF, Senior Sales Development Manager at New York Life Insurance Company
Location:
Honolulu, Hawaii
Industry:
Financial Services
Work history:
New York Life Insurance Company - Hawaiian IslandsSenior Sales Development Managersince Apr 2009Eagle Strategies LLC Financial Adviser2007 - May 2010
Skills:
Retirement Planning, Mutual Funds, Investments, Securities, Retirement
Full Profile

Paul Wittekind Lahaina, HI

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Member • Manager • Operations Manager • Notary Public • Notary • Lawyers

Experience & Education

Position:
Insurance Broker at CII, Life and Health Insurance Consultant/ Financial Adviser at CII
Title:
insurance, securities, futures and forex professional at Capital Invest International
Location:
Lahaina, Hawaii
Industry:
Financial Services
Work history:
CII Insurance Brokersince Jan 1990CII - Maui, HI/Fountain Hills,AZLife and Health Insurance Consultant/ Financial Advisersince Jan 1985
Languages:
Russian
Full Profile

Mckay Wilson Honolulu, HI

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Credit Analyst at Provident Funding Associates L.P.
Location:
Honolulu, Hawaii
Industry:
Financial Services
Work history:
Provident Funding Associates L.P. - HonoluluCredit Analystsince Nov 2010John Hancock Financial Network Financial AdviserAug 2009 - Nov 2010
Full Profile

Amy Orletzkiy Kailua, HI

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Representative • Sales Manager • MS Office • Operations Manager

Experience & Education

Work

Company:
T&j jewelry
Sales associate
Company:
T&j jewelry - Honolulu, HI
Financial adviser representative
Full Profile

Tracie Meyer Honolulu, HI

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Personal Secretary • Account Representative • Client Service Officer • Secretary • Customer Service

Experience & Education

Work

Company:
Metlife investments
Personal assistant to a financial adviser
Company:
Prudential financial - Jacksonville, FL
Account representative

Skills

Operate a personal computer using Excel, Word and Access applications, Plus Outlook, and Lotus...
Full Profile

Nicole Woodham Honolulu, HI

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
New england financial
Managing associate
Company:
New england financial
Financial adviser
Full Profile

Gretchen Voxland Hawaii

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Horizon Financial, LLC
Title:
Financial Advisor
Location:
Hawaiian Islands
Industry:
Insurance
Work history:
Horizon Financial, LLC Financial Advisorsince Sep 2000MassMutual Financial Group Financial Adviser2000 - 2010
Skills:
CRN201204-133146
Full Profile

Chris Anderson Hawaii

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Payday/Personal Loan Financial Service at Payday/Personal Financial Adviser
Title:
Payday/Personal Loan Financial Adviser
Location:
Hawaiian Islands
Industry:
Financial Services
Work history:
Payday/Personal Financial Adviser Payday/Personal Loan Financial Servicesince Jan 1993
Full Profile

Pamela Mah Hawaii

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Pamela Mah
Title:
Financial Adviser
Location:
Hawaiian Islands
Industry:
Financial Services
Work history:
Pamela Mah Financial Consultantsince Feb 2006
Skills:
Retirement Planning, Series 7
Full Profile

Michael Montoya Wailea, HI

Professions & Specialties

Trader • Financial Adviser • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Shop Manager • Sales Manager • Retail Store Manager • Client Service Officer • Retail Sales Manager • Customer Service • Accounting Analyst • Financial Analyst • Chief Administrative Officer • Operations Manager • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Volunteer • Courier • Bicycle Messenger • Business Administrator • Managers • Clerical Specialist • Advisor • Support Worker • Non-Profit • Data Analyst • Data Entry Specialist • Data Scientist • Governess • Childcare Workers • Entertainment Professional • Entertainer • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Retail Store Manager at GameStop
Title:
Store Manager Designate at GameStop
Location:
Kihei, Hawaii
Industry:
Accounting
Work history:
GameStop - Kahului, MauiRetail Store Managersince Jun 2012Consolidated Billing Services, Inc. - Spokane, Washington AreaAccounting AnalystJan 2012 - Jun 2012
Languages:
Spanish, English
Full Profile

Ariel Oasay Hawaii

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Ameriprise Financial
Title:
Owner, None
Location:
Hawaiian Islands
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisersince 1999
Full Profile

Brian Dowd Hawaii

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Position:
Financial adviser at Asset Base Lending (Self-employed)
Title:
financial adviser at Asset Base Lending
Location:
Hawaiian Islands
Industry:
Accounting
Work history:
Asset Base Lending Financial adviser
Full Profile

Ruo Xie Honolulu, HI

Professions & Specialties

Cashier Supervisor • Cashier Clerk • Cashier • Business Analyst • Apprentice • Leader • Analyst • Analysts • Managers • Student Worker

Experience & Education

Work

Company:
Hawaiian airlines
Category manager - strategic procurement
Company:
Hawaiian airlines - Honolulu, HI
Business analyst intern - process improvement

Skills

Project, Task and Contract Management; Negotiations (Contract and Pricing); RFP Development and...
Full Profile

Maura Gordon Boulder, CO

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Master of Science • Bachelor of Science • Sales Representative • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Mortgage Consultant at Montage Mortgage, LLC
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Montage Mortgage, LLC - Boulder, COMortgage Consultantsince May 2013Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. - Boulder, COYoung Global Wealth Strategies, Inc., An Independent Firm.Mar 2012 - May 2013
Full Profile

Gretchen Diekman Hawaii

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Horizon Financial, LLC
Location:
Hawaiian Islands
Industry:
Insurance
Financial Adviser at MassMutual Financial Group Fi..
Full Profile

Heeyeon Kim Hawaii

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Supervisor • Managers

Experience & Education

Position:
Owner at Heeyeon Kim, CPA, LLC
Title:
at Heeyeon Kim, CPA, LLC
Location:
Hawaiian Islands
Industry:
Accounting
Work history:
Heeyeon Kim, CPA, LLC Ownersince Jan 2011Nishihama & Kishida CPAs, Inc. Tax Supervisor, CPAFeb 2006 - Jan 2011
Financial Adviser at Freedom 55 Financial
Full Profile

Ruo Xie San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Information Technology Specialist • IT Specialist • Cashier Supervisor • Cashier Clerk • Cashier • Counselor • Business Administrator • Advisor • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Master of Business Administration • Psychologist • Student Worker • Psychology Specialist • School Administrator • Educational Manager

Experience & Education

Position:
Strategic Sourcing Analyst at Twitter
Location:
San Francisco, California
Industry:
Information Technology and Services
Work history:
Twitter - San Francisco Bay AreaStrategic Sourcing Analystsince Jul 2013Union Bank - San Francisco Bay AreaCategory Manager - Strategic SourcingJan 2012 - Jun 2013
Skills:
Requirements Gathering, Data Analysis, Risk Assessment, Excel, RFx Development, RFx Response...
Languages:
Chinese
Financial Adviser at Principal Financial Group
Full Profile