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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Satoshi Hirai is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since December 23, 1985. George Hirai has a wide range of experience, specializing in both investment advisory and brokerage services. George Hirai is licensed in multiple states and holds several industry certifications, including the Series 3, 5, 7, 8, 15, 63 and 65. George Hirai was previously registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. George Hirai provides a variety of services including financial planning, investment consulting, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
07/06/2015 - Present
Wells Fargo Clearing Services, LLC (HONOLULU HI)
HI
04/02/2007 - 01/16/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
12/24/1985 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
IA
Issued 05/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1995
Series 15 - Foreign Currency Options Examination
BC
Issued 03/04/1995
Series 5 - Interest Rate Options Examination
BC
Issued 08/28/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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