Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dean Nakano is a financial advisor with Independent Financial Group, LLC and O'Donnell Financial Services, LLC. Michael has been in the financial industry for over 30 years, working with a range of clients including individuals, businesses, and retirement plans. Michael's expertise includes financial planning, portfolio management, and insurance products.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/08/2018 - Present
Independent Financial Group, LLC (San Rafael CA)
CA
06/14/2017 - 10/08/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WALNUT CREEK CA)
CA
12/07/2012 - 06/15/2017
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
07/27/2007 - 12/17/2012
LPL FINANCIAL LLC (PLEASANT HILL CA)
CA
12/15/2004 - 08/02/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
12/15/2004 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
10/19/1999 - 12/14/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
01/01/1999 - 10/11/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
06/09/1997 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
03/28/1995 - 06/05/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
09/20/1993 - 03/28/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
01/15/1992 - 09/20/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
08/01/1991 - 01/09/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/22/1989 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
IN
07/25/1985 - 08/23/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
12/03/1984 - 10/10/1985
HARTFORD EQUITY SALES COMPANY INC.
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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