Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Hookano Kaluhiokalani is a financial advisor in Pasadena, CA, with over 30 years of experience in the financial services industry. George is currently registered with Pasadena Private Wealth, LLC, and has previously worked with other financial institutions such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services, Inc. George specializes in providing financial planning and investment advice to individuals and businesses. George has a broad knowledge base and can offer advice across various financial areas, such as retirement planning, investment management, and college savings.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Pasadena Private Wealth, LLC (Pasadena CA)
HI
02/28/2018 - 06/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
HI
04/15/1999 - 06/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
RI
04/03/1990 - 03/16/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
07/10/1987 - 04/02/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
10/23/1985 - 06/23/1987
BOARDWALK CAPITAL CORPORATION
BOTH
Issued 05/10/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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