Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Andrew Sato is a financial advisor at Wells Fargo Clearing Services, LLC, based in Honolulu, HI. Gregg has been in the financial services industry since 1982. He holds Series 6, 7, 22, 63 and 65 licenses and is a Certified Financial Planner. Gregg has experience working with individuals, corporations, charitable organizations and pension plans. He has previously worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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
01/05/2009 - Present
Wells Fargo Clearing Services, LLC (HONOLULU HI)
HI
04/02/2007 - 01/09/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
03/19/1985 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
NA
08/17/1982 - 01/08/1985
E. A. BUCK CO., INC.
IA
Issued 04/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/1982
Series 22 - Direct Participation Programs 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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