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Advisors in Hawaii
1,091 Results
Unclaimed

Commonwealth Financial Network

location

Hilo, HI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Grant Koichi Omura is a financial advisor with Commonwealth Financial Network, a firm with offices in Waltham, Massachusetts, and Hilo, Hawaii. Grant has been a registered representative since March 2017, holding licenses in several states including Hawaii, Arizona, California, Idaho, Maryland, Missouri, Oregon, Texas, and Washington. Grant has experience working in the securities industry and has been active in the industry since September 2016. Grant's current registrations include both broker-dealer and investment advisor licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Honolulu, HI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Grant Kubota is a financial advisor at Morgan Stanley. Grant has been in the industry since 2005 and has held registrations in several states. Grant is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative. Grant has a wide range of experience in the financial industry, including working for Citigroup Global Markets Inc. and Morgan Stanley. Grant is a member of the Finance Committee at Waialae Country Club.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Shiraishi Financial Group Advisors

location

HONOLULU, HI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Grant Tatsuro Arita is an investment advisor representative with Shiraishi Financial Group Advisors in Honolulu, Hawaii. Grant has been in the industry since 2012. Grant has a Series 66 license, as well as Series 7 and SIE licenses. Grant has experience with United Planners' Financial Services of America A Limited Partner and Securities America, Inc. Grant currently works with individuals and high-net-worth individuals and offers financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

HONOLULU, HI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Grant Masami Hashiba is a financial advisor with LPL Financial LLC. Grant has been in the industry since 1999 and is licensed in multiple states including Hawaii, California, Nevada, Texas, and Washington. Grant offers a range of financial planning and advisory services including investment management, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Kahala Financial Advisors, LLC | CFP ® (Certifications)

location

HONOLULU, HI

0 Disclosures

ADVISOR BIO

Greg Miyashiro is a financial advisor with over 30 years of experience in the financial services industry. Greg is currently registered with Kahala Financial Advisors, LLC. Greg has Series 6, 7 and 63 securities registrations. Greg is also a Certified Financial Planner. Greg's experience includes providing financial advice and portfolio management services to individuals and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

HONOLULU, HI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Greg Nakajo is a financial advisor with Edward Jones, a firm with over $800 billion in regulatory assets under management. Greg has been in the financial industry since 2016 and is registered in a number of states including Hawaii, Texas, California, Florida, and Oregon. Greg is a Series 7 and Series 66 licensed advisor and holds the Securities Industry Essentials (SIE) designation. Greg specializes in providing financial advice to individuals, families, and small businesses. He has experience in areas such as portfolio management, financial planning, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Honolulu, HI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gregg Hiroshi Takara is a financial advisor with Morgan Stanley in Honolulu, HI. Gregg has been in the financial industry since 1996 and is registered with the state of Hawaii and Texas. Gregg is also a Series 63 and Series 65 licensed advisor. In addition to his role at Morgan Stanley, Gregg is also the owner of a rental property in Kauai, HI. Gregg has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Gregg offers a variety of financial services, including financial planning, asset allocation advice, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James & Associates, Inc.

location

Honolulu, HI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Gregg Matsuura is a financial advisor at Raymond James & Associates, Inc. based in Honolulu, HI. Gregg has been in the financial services industry since January 23, 2000, with experience at UBS Financial Services Inc. and Citigroup Global Markets Inc. Gregg holds Series 63, 65, 7, and SIE licenses and is registered in Hawaii, California, New York, and Washington. Gregg is also a board member of the St. Francis Healthcare Foundation of Hawaii.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

HONOLULU, HI

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Gregg 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

HILO, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Lind Molfino is a financial advisor with over 10 years of experience in the industry. Gregory is currently registered with Raymond James Financial Services Advisors, Inc., and holds a Series 7, Series 66, and SIE license. Gregory provides financial planning services, portfolio management for individuals and businesses, and pension consulting. Prior to joining Raymond James, Gregory worked at Wells Fargo Advisors, LLC, BancWest Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS

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