Gregory Molfino, financial advisor Hilo HI
90 score

Gregory Molfino

CRD Number: 5928632
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Gregory Molfino (CRD# 5928632) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Hilo, HI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Kailua Kona, HI May 2016 - Current < 1
Wells Fargo Advisors LLC Hilo, HI Jul 2014 - Apr 2016 1
Extended Travel Kailua Kona, HI Apr 2014 - Jun 2014 < 1
Bank Of America, N.a. Kailua Kona, HI Nov 2012 - Mar 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kailua Kona, HI Sep 2012 - Mar 2014 1
Extended Leave/travel Kailua Kona, HI May 2012 - Aug 2012 < 1
Wells Fargo Advisors,llc. Kailua Kona, HI May 2011 - Apr 2012 < 1
Wells Fargo Bank, N.a. Kailua Kona, HI Jan 2007 - Apr 2012 5
Doherty Employment Kailua Kona, HI Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Gregory L. Molfino
Phone Number: 800-338-3919
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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