Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Loo is a financial advisor with LPL Financial LLC, with an office located in El Dorado Hills, CA. Dexter has been in the financial industry since 2005 and is registered to provide investment advisory services in 12 states. Prior to joining LPL, Dexter worked for Associated Securities Corp., FSC Securities Corporation and NYLIFE Securities LLC. Dexter holds Series 6, 7, 63 and 66 licenses. Dexter's experience and qualifications make him well-equipped to provide financial guidance to a wide range of clients, including individuals, businesses, and institutions.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/08/2009 - Present
LPL Financial LLC (EL DORADO HILLS, CA)
CA
12/15/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (LAFAYETTE CA)
CA
05/09/2008 - 12/15/2008
FSC SECURITIES CORPORATION (LAFAYETTE CA)
CA
09/02/2005 - 05/09/2008
NYLIFE SECURITIES LLC (PLEASANTON CA)
BOTH
Issued 07/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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