Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Hoayun is a financial professional with over two decades of experience in the securities industry. Dexter is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Dexter has been employed since 2014. Previously, Dexter worked for Hornor, Townsend & Kent, Inc., New England Securities, and Equity Services, Inc. Dexter has a broad range of experience in various aspects of financial services, including investments, insurance, and financial planning. Dexter holds the Series 6, 7, and SIE licenses, demonstrating Dexter's commitment to staying current with industry regulations and best practices.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/27/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
01/27/2006 - 01/31/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
PA
04/19/2002 - 02/04/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
11/25/1998 - 03/08/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
VT
06/11/1998 - 11/24/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
05/21/1996 - 12/31/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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