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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Ichiro Hidaka is a financial advisor at Morgan Stanley with over 40 years of experience in the industry. Leslie has a broad range of experience and expertise in providing investment advice and financial planning services to individuals, corporations, and institutions. Leslie holds Series 3, 7, 15, 63, and 65 licenses, as well as the SIE. Leslie is registered to provide investment advice in Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Massachusetts, Michigan, Missouri, Nevada, New Mexico, New York, North Carolina, Oregon, Texas, and Washington. Leslie has previously worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Leslie is dedicated to helping clients reach their financial goals and providing them with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
02/11/2014 - Present
Morgan Stanley (Honolulu HI)
HI
11/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
HI
04/13/1981 - 11/14/2007
UBS FINANCIAL SERVICES INC. (HONOLULU HI)
IA
Issued 01/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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