Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter McCormick is a financial advisor with over 30 years of experience in the industry. Dexter is currently registered with Alphastar Capital Management and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Dexter is a highly experienced advisor with a long history of working with individual clients, corporations, and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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
IN
12/02/2023 - Present
Alphastar Capital Management (Zionsville IN)
IN
12/10/2021 - 11/10/2023
M. S. HOWELLS & CO. (INDIANAPOLIS IN)
NY
02/11/2020 - 09/17/2021
AXIO FINANCIAL LLC (NEW YORK NY)
IN
01/11/2018 - 02/16/2020
NAVIAN CAPITAL SECURITIES LLC (Indianapolis IN)
CO
07/01/2014 - 12/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
IN
08/02/2012 - 07/30/2014
PROEQUITIES, INC. (INDIANAPOLIS IN)
IN
06/27/1990 - 12/31/2010
PROEQUITIES, INC. (INDIANAPOLIS IN)
IN
08/25/1986 - 12/31/1990
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
CT
07/08/1987 - 08/03/1989
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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