Jim O'Brien is a Partner of Westside Investment Management. He has a Bachelor of Science Degree in Business Administration from The University of New Hampshire - Peter T. Paul College of Business. He began in the financial services industry in 1997, striving to assist his clients in the pursue of their financial stability and independence. Jim's registrations and licenses include: General Securities Representative Examination (Series 7); Uniform Securities Agent State Law Examination (Series 63); Uniform Investment Adviser Law Examination (Series 65) and Life and Health Insurance licensed. He continued his studies to achieve one of the most comprehensive and most extensive financial educational programs in financial services, the Chartered Financial Consultant® (ChFC) designation in 2011. Series 7 & 63 registrations held through LPL Financial. Series 65 registration held through Westside Investment Management.
Our Team specializes in working with:
- Executives
- Retirees
- Business Owners
- Successful Professionals
- Families
Jim O'Brien is an U.S.Air Force Veteran and former member of the Rotary Club of Wailuku and Kihei Sunrise Rotary. Jim and Lei live in Kihei, Maui, When not working, Jim enjoys spending time with his family, playing tennis, listening to Hawaiian music and watching a good movie.
