Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wira? Claim Your ProfileWira Darma Tjakra is a financial advisor who has been in the industry since 1993. Wira is a registered representative with Osaic Wealth, Inc., and is licensed to provide investment advice in California, Florida and Texas. Wira also holds Series 6, 7, 26, 63 and 65 licenses. Wira previously worked for Woodbury Financial Services, Inc. in Huntington Beach, CA and Costa Mesa, CA. Wira provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Wira's specialties include insurance and retirement planning.
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
01/19/2024 - Present
Osaic Wealth, Inc. (COSTA MESA CA)
CA
09/07/1993 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COSTA MESA CA)
IA
Issued 03/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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