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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Matsumoto is a financial advisor who has been in the industry since 2008. Dean is currently registered with Osaic Wealth, Inc. in Honolulu, HI, and is a registered representative (RR) and investment advisor representative (IAR) in several states. Dean has previously worked at Woodbury Financial Services, Inc., Morgan Stanley and Morgan Stanley & Co. Incorporated. Dean holds the Series 7, 66, and 31 licenses as well as the SIE. Dean also works as an insurance agent in Honolulu, HI.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
HI
01/19/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
03/28/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
06/01/2009 - 04/10/2013
MORGAN STANLEY (HONOLULU HI)
HI
05/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
BOTH
Issued 6/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 5/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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