Dinesh Saxena, financial advisor Dublin OH
69 score

Dinesh Saxena

CRD Number: 1970178
Current Firm: Eagle Strategies LLC

Dinesh Saxena (CRD# 1970178) is an Investment Advisor Representative working at Eagle Strategies LLC in Dublin, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Dublin, OH Feb 2014 - Current 2
Advanced Wealth Strategies Group Dublin, OH Jan 2014 - Current 2
Nylife Securities LLC Dublin, OH Mar 2013 - Current 3
New York Life Insurance Company Dublin, OH Feb 2013 - Current 3
Unemployed Dublin, OH Sep 2012 - Feb 2013 < 1
Pruco Securities LLC Columbus, OH Nov 2008 - Sep 2012 3
Prudential Insurance Company Columbus, OH Nov 2008 - Sep 2012 3
John Hancock Westbury, NY Mar 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Dinesh O. Saxena
Phone Number: (888) 695-3245
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
69

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