Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwayne? Claim Your ProfileDwayne Shirakura is a financial advisor with Infinity Financial Services Advisory. Dwayne is registered with the state of California. Dwayne has worked as a financial advisor for more than 20 years. Dwayne has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Dwayne's expertise includes financial planning, portfolio management, and selection of other advisors. Dwayne is also licensed to sell insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/10/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
04/13/2007 - 10/19/2011
WELLS FARGO ADVISORS, LLC (ANTIOCH CA)
CA
02/13/2003 - 04/03/2007
WM FINANCIAL SERVICES, INC. (ANTIOCH CA)
NY
07/11/2002 - 02/03/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NY
05/29/2001 - 06/28/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/09/1998 - 05/15/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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