Unclaimed
Aldain Beam is an investment advisor representative with Dunamis Capital Consulting, LLC, a firm based in Wellington, Florida. Aldain has been in the industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Aldain specializes in financial planning, pension consulting, and educational seminars. Aldain also holds a Series 6, Series 63, and Series 65 license.
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.
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
FL
01/03/2025 - Present
Dunamis Capital Consulting, LLC (WELLINGTON FL)
FL
04/04/2018 - 12/21/2018
NATIONAL SECURITIES CORPORATION (JUPITER FL)
FL
02/08/2017 - 02/23/2018
PFS INVESTMENTS INC. (PALM BEACH GARDENS FL)
OH
06/16/2006 - 01/30/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WI
06/10/2004 - 11/24/2004
PRECISION DISTRIBUTORS, LLC (MILWAUKEE WI)
MN
10/24/2003 - 04/15/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
WI
03/05/1998 - 07/19/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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