Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Harrison Wise is a financial advisor with Summit Financial, LLC, located in Edmond, Oklahoma. Dexter has been in the financial industry for over 8 years. Dexter is registered with the state of Oklahoma and New Jersey. Dexter specializes in providing financial planning, pension consulting, and selection of other advisers to individuals, businesses, and charitable organizations. Dexter holds the Series 65, 66, 7, and SIE licenses.
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.
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
OK
06/20/2024 - Present
Summit Financial, LLC (EDMOND OK)
OK
08/17/2015 - 05/09/2016
EDWARD JONES (MOORE OK)
IA
Issued 10/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dexter Wise is the right advisor for you? Invested Better is here to help.
