Bethani Ann Eguia

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 11/2018
  Jhfn Sii
  Honolulu, HI
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Honolulu, HI

Previous Registrations

• 2011-03-23 → 2018-11-02
  Signator Investors, Inc.
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Wailuku, HI
• 2008-01-10 → 2011-02-01
  Edward Jones
  Aiea, HI
  Wailuku, HI
  St Louis, MO

Other Businesses

1. BETHANI EGUIA- FIXED INSURANCE SALES POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2017 ADDRESS: 1100 Alakea St, 23rd Fl, Honolulu HI 96813, United States DESCRIPTION: Fixed life, fixed annuities, LTC and DI 2. SMALL BUSINESS ADMINISTRATION POSITION: Disaster Recovery Specialist NATURE: U.S. Government INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/14/2020 ADDRESS: 56 Kaulana Na Pua Pl, Wailuku HI 96793, United States DESCRIPTION: Assisting customers via phone/email by providing information on the SBA Disaster Loan program. 3. SMALL BUSINESS ADMINISTRATION POSITION: Help Desk Technician NATURE: Federal Employee INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/14/2020 ADDRESS: 56 Kaulana Na Pua Pl, Wailuku HI 96793, United States DESCRIPTION: Assisting portal account users via phone/email by providing technical support.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04
• S63 Uniform Securities Agent State Law Examination
  2006-04-28

Other Names

• Bethani Ann Eguia Nakoa