Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Minami is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since 2001. Tony has passed the Series 6, 7, 63, and 66 exams and is currently licensed in California. Tony has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Tony specializes in providing financial planning, portfolio management, and selection of other advisors. Tony is dedicated to helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial services.
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
07/09/2014 - Present
Osaic Wealth, Inc. (Salinas CA)
CA
08/18/2011 - 03/09/2012
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
CA
04/11/2001 - 08/11/2011
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BOTH
Issued 06/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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