Dwayne Maki (CRD# 3146504) is an Investment Advisor Representative working at Wedbush Securities Inc. in Honolulu, HI and has over 25 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedbush Securities | Honolulu, HI | Nov 2023 - Current | < 1 |
| Bank Of America, N.a. | Honolulu, HI | Nov 2019 - Nov 2023 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu, HI | Oct 2019 - Nov 2023 | 4 |
| Hawaiiusa Federal Credit Union | Honolulu, HI | May 2007 - Oct 2019 | 12 |
| Cuso Financial Services, LP | San Diego, CA | May 2007 - Oct 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- HI
-
Total Assets Under Management4,502MILLIONS
-
Total Number of Accounts9,055ACCOUNTS
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Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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