Unclaimed
Dexter Wyckoff is a financial advisor with Northwestern Mutual Investment Services, LLC. Dexter has been in the financial services industry since 2012. Dexter holds Series 63, 66 and 7 securities licenses as well as a Series 26 license. Dexter has been registered with the Financial Industry Regulatory Authority (FINRA) since 2016. Dexter is registered in 16 states. Dexter's previous employers include EDWARD JONES, USAA FINANCIAL ADVISORS, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
06/20/2016 - Present
Northwestern Mutual Investment Services, LLC (SARASOTA FL)
MO
04/26/2016 - 05/26/2016
EDWARD JONES (ST. LOUIS MO)
FL
03/26/2014 - 02/10/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
07/23/2012 - 02/28/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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