Unclaimed
Dwight Nakata is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 billion in assets under management. Dwight is a Certified Financial Planner with over 20 years of experience in the industry. Dwight has a strong understanding of financial planning, portfolio management, and retirement planning. Dwight has been registered as a broker since 1999. He is currently registered in California, Delaware, Florida, Nevada, New York and Wisconsin, and has held positions at Cetera Investment Advisers LLC, Yamada & Nakata CPAS, and Cetera Financial Specialists LLC. In addition to being a financial advisor, Dwight is also an active member of the community. Dwight is a committee member of the California Society of CPAs, a board member of the Orange County Academic Decathlon and a member of the Finance Committee of the California State University Alumni Association.
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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CA
01/10/2000 - Present
Cetera Investment Advisers LLC (ARTESIA CA)
BOTH
Issued 12/31/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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