Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight Glenn O'Hara is a financial advisor registered with Osaic Advisory Services, LLC and has been in the industry since 1993. Dwight has been active in the financial services industry since 1993 and has held various positions with several firms, including Edward D. Jones & Co., L.P., KMS Financial Services, Inc., and Cetera Advisors LLC. Dwight is currently registered with Osaic Advisory Services, LLC, where Dwight provides financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Dwight has a broad range of experience and knowledge in the financial services industry, and is committed to providing his clients with personalized financial advice and solutions. Dwight is dedicated to helping his clients 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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MT
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Deer Lodge MT)
MT
08/01/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Deer Lodge MT)
MT
02/28/2012 - 08/12/2019
CETERA ADVISORS LLC (DEER LODGE MT)
MT
12/17/2003 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (DEER LODGE MT)
WA
02/06/2003 - 12/17/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
AZ
11/16/1998 - 02/18/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
05/17/1998 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
MO
09/09/1993 - 05/18/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
WI
02/22/1993 - 10/01/1993
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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