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Tony M

Series 63, Series 66

Salinas, CA

OSAIC

Tony Minami is a financial advisor with OSAIC based in Salinas, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Royal Alliance since 2012 and operates a sole proprietorship involved in selling insurance and annuities. Outside of his advisory role, Minami also engages in ridesharing as a driver for Lyft and Uber and creates content for a YouTube channel. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of advisory and brokerage services supported by asset-allocation tools and access to third-party money managers. The firm operates multiple advisory platforms and integrates complex corporate structures and commercial arrangements in its service delivery.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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