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Ronald Gregorio

20 Years of Experience
Mililani, HI
BrokerSells Insurance

Ronald Gregorio is a registered investment advisor, based in Mililani, HI, with 20 years of industry experience.

Location

95-390 Kuahelani Avenue, Mililani, HI, 96789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald works as a wealth advisor offering investment, insurance, and retirement planning services at First Hawaiian Advisors. He also works as a wealth advisor at First Hawaiian Bank, providing investment and retirement planning, as well as insurance products and services, taking about half of his time. Ronald is also a board member for Mental Health Kokua, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
April 2011 - May 2017 · 6 yrs 1 mo
Bancwest Investment Services, INC.Broker
April 2011 - May 2017 · 6 yrs 1 mo
LPL Financial LLC
June 2005 - April 2011 · 5 yrs 10 mos
LPL Financial LLCBroker
March 2005 - April 2011 · 6 yrs 1 mo
State Registrations13 states
AZCACOHIILKSNCNVOHORTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ronald Gregorio - Financial Advisor | TrueAdvisor