Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Hirotaka is a financial advisor at The Mather Group, LLC in Chicago, IL. Judith has been a financial advisor for over 30 years and has a wide range of experience in the industry. Judith's firm provides financial planning, portfolio management, and educational seminars. Judith has a strong commitment to providing personalized financial advice to her clients.
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.
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.
A percentage of total net worth
1
2
IL
07/07/2023 - Present
THE Mather Group, LLC (CHICAGO IL)
CA
06/14/2011 - 05/01/2013
USAA FINANCIAL ADVISORS, INC. (SAN FRANCISCO CA)
CA
07/02/2007 - 04/12/2010
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
01/08/2007 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (SAN FRANCISCO CA)
PA
11/07/2003 - 08/01/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
NE
08/27/2002 - 09/29/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
02/07/1992 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/12/1990 - 02/03/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
01/01/1990 - 10/25/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 06/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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