Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Jansson is a financial advisor with over 20 years of experience in the financial services industry. Dexter has a strong background in financial planning, portfolio management and investment advisory services. He is currently registered with Osaic Wealth, Inc. Dexter has also worked with several other firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., Phoenix Equity Planning Corporation, LINSCO/PRIVATE LEDGER CORP., CITICORP INVESTMENT SERVICES and PRUCO SECURITIES CORPORATION. Dexter holds a number of professional licenses and certifications, including Series 6, 7, 24, 66, SIE, and 99TO. Dexter is committed to providing his clients with personalized financial advice and investment solutions to help them achieve their financial goals.
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
AZ
07/01/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/01/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
07/01/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/01/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/01/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
SC
01/08/2009 - 01/06/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/04/2007 - 01/09/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CT
10/20/2005 - 09/24/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
SC
08/14/2000 - 07/25/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
11/06/1998 - 06/23/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
03/05/1998 - 06/08/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/28/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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