Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Aoki is a financial advisor at Osaic Wealth, Inc. Dexter has been in the financial industry since 1979 and has a wide range of experience, including working with clients in California, Hawaii, Nevada, Virginia and Washington. Dexter provides a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Dexter is licensed to provide investment advice in Hawaii and is registered with the Securities and Exchange Commission as a Registered Investment Advisor.
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
HI
09/06/2007 - Present
Osaic Wealth, Inc. (HONOLULU HI)
MO
09/04/1990 - 01/19/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
03/13/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
12/17/1980 - 12/21/1988
WEDBUSH MORGAN SECURITIES INC.
NA
01/31/1980 - 01/12/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
02/01/1979 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 09/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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