Unclaimed
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.
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
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
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
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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