Ep. 16 Redtime Stories with Dan Turner
Dan Turner is The principal advisor for “Akamai Wealth Management, LLC. He has offices in the financial district in Honolulu and on Big Island.
He has a very broad and diverse history in the financial services realm spanning over 40 years including life, annuities & and health insurance, & mutual fund investments as a series 6 Registered Representative and 16 more years as a Series 7 stockbroker. He also owned a successful agency consulting for credit unions for member development where he hired and trained representatives to help enroll and service new members. He was also internally active with these credit unions and helped manage their reserves by purchasing US Treasury Bonds in “laddering” these bonds in their portfolios.
We are in concerning times, and Dan has great insight to share with you. Please join us.
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