Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dinesh? Claim Your ProfileDinesh Goyal is a financial advisor with Osaic Wealth, Inc. based in Milpitas, CA. Dinesh has over 12 years of experience in the financial services industry. Dinesh has a broad range of experience, having worked at several firms, including Securities America, Inc. and LPL Financial LLC, before joining Osaic Wealth, Inc.. Dinesh is registered with the state of California as both a broker-dealer and an investment advisor representative. Dinesh is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (MILPITAS CA)
CA
09/21/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MILPITAS CA)
CA
09/05/2017 - 09/28/2017
LPL FINANCIAL LLC (MILPITAS CA)
CA
05/04/2012 - 09/22/2017
KESTRA INVESTMENT SERVICES, LLC (MILPITAS CA)
IA
Issued 01/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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