Invested Better
Advisors in Honolulu, Hawaii
835 Results
Unclaimed
location

Honolulu, HI

experience

28 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

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Micco is a financial advisor registered with Cetera Investment Advisers LLC. Gregory Micco is also registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. Gregory Micco has been in the industry since October 28, 2003. Gregory Micco has worked for several other firms, including First Allied Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, BrokerageAmerica, LLC, Knight Securities, L.P., and Ladenburg, Thalmann & Co., Inc. Gregory Micco provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

THE Retirement Optimization Group, LLC

location

HONOLULU, HI

0 Disclosures

ADVISOR BIO

Gregory Gunther is an Investment Advisor Representative with The Retirement Optimization Group, LLC. Gregory has been in the financial services industry for over 30 years. He has a Series 6, Series 63, and Series 65. He is registered in Alaska, Arizona, Colorado, Hawaii, Maryland, and Texas. Gregory specializes in financial planning, educational seminars, and selection of other advisors. His primary office location is in Honolulu, Hawaii.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Unclaimed
location

Honolulu, HI

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Woo is a financial advisor with over 20 years of experience in the financial services industry. Gregory is currently registered with Morgan Stanley, a large financial institution, and has previously worked with other major firms like Citigroup Global Markets Inc. and VALIC Financial Advisors, Inc. Gregory holds a variety of licenses and certifications, including the Series 6, 7, 10, 24, 31, 63 and 65. This allows Gregory to provide a wide range of financial services to clients, including investment advisory, financial planning, and portfolio management. Gregory's expertise is in helping individuals and families achieve their financial goals. Gregory is committed to providing personalized financial advice and guidance.

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

LPL Financial LLC

location

HONOLULU, HI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Palmer is a financial advisor in Honolulu, HI. Gregory has been a registered representative since 1996 and is currently affiliated with LPL Financial LLC. Gregory's previous registrations include Fifth Third Securities, Inc. and Associated Investment Services, Inc. Gregory has several exams and licenses including Series 7, Series 6, Series 24, Series 26, Series 52TO, Series 53, Series 63 and Series 66. Gregory is a member of the Central Pacific Investment Services. Gregory is licensed in the state of Hawaii.

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

Cetera Investment Advisers LLC

location

HONOLULU, HI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Guilherme Aires is an investment advisor representative at Cetera Investment Advisers LLC in Honolulu, HI. Guilherme has been in the industry since 2022 and holds Series 63, 65, 7TO, and SIE licenses. Guilherme has experience in providing retirement planning and retirement advice.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

HONOLULU, HI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Guy Masaji Masuda is a registered representative with Raymond James Financial Services Advisors, Inc. Guy Masuda is a financial professional with over 30 years of experience in the industry. Guy Masuda's expertise includes financial planning, pension consulting, and portfolio management. Guy Masuda also provides educational seminars to clients. Guy Masuda has previously worked with Wedbush Securities Inc. and Morgan Stanley DW Inc.

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
Unclaimed

Ameriprise Financial Services, LLC

location

HONOLULU, HI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Guy Takashi Fujishige is an investment advisor representative at Ameriprise Financial Services, LLC. Guy is registered with FINRA and holds Series 7 and 66 licenses. Guy has been in the financial industry since 2001. Prior to joining Ameriprise Financial Services, LLC, Guy worked for IDS Life Insurance Company. Guy is licensed to conduct business in several states including Hawaii, Texas, California, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New York, Oregon, Virginia, Washington, and the Virgin Islands. Guy specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFP ® (Certifications)

location

Honolulu, HI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Raff is a financial professional with over 10 years of experience in the industry. Hannah is a Certified Financial Plannerâ„¢ professional and is currently registered with Eagle Strategies LLC. Hannah has a strong background in providing financial advice to individuals, families, and businesses. Hannah is committed to providing her clients with personalized financial planning and investment management services that meet their specific needs and goals.

SPECIALIZATIONS

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

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