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Sharon Mine Hidaka

Wells Fargo Clearing Services, LLC

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About Sharon Mine Hidaka

Sharon Mine Hidaka is a registered representative with Wells Fargo Clearing Services, LLC. Sharon has been working in the financial industry since 1996. Sharon has been registered with Wells Fargo Clearing Services, LLC since 2016, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Vision Investment Services, Inc., Morgan Stanley DW Inc., Northwestern Mutual Investment Services, LLC, Driehaus Securities Corporation, and Harris Brokerage Services, Inc. Sharon holds several industry licenses including Series 3, Series 7, Series 55, Series 63, Series 66, and SIE. Sharon provides financial planning, investment consulting services to institutional clients, and portfolio management for businesses and individuals.

Firm Information

Sharon Hidaka is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sharon Hidaka’s Registration & Firm History

WA

05/18/2017 - Present

Wells Fargo Clearing Services, LLC (VANCOUVER WA)

IL

07/14/2011 - 03/16/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IL

05/10/2006 - 07/21/2011

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

IL

09/01/2005 - 01/23/2006

VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)

NY

10/15/2004 - 01/10/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

WI

12/04/2003 - 04/01/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

IL

09/06/1996 - 11/21/2002

DRIEHAUS SECURITIES CORPORATION (CHICAGO IL)

IL

06/09/1987 - 11/15/1988

HARRIS BROKERAGE SERVICES, INC. (CHICAGO IL)

NA

03/19/1986 - 06/12/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 01/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/05/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/01/1989

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Sharon Mine Hidaka. Review regulatory record here.
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