Unclaimed
Dexter H. Tiell is a financial professional with over 17 years of experience in the industry. Dexter is currently registered with Osaic Wealth, Inc. and is located in the BASCOM, OH branch office. Dexter holds Series 6 and SIE licenses. Dexter specializes in providing financial planning, portfolio management, and pension consulting services for individuals and businesses.
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.
1
2
OH
01/19/2024 - Present
Osaic Wealth, Inc. (BASCOM OH)
OH
10/18/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BASCOM OH)
OH
10/12/2009 - 10/18/2017
SII INVESTMENTS, INC. (BASCOM OH)
OH
03/21/2006 - 10/19/2009
QA3 FINANCIAL CORP. (BASCOM OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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