Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Alan Dean is a financial professional with over 30 years of experience in the industry. Brett is currently registered with BOK Financial Securities, Inc. and has previously worked with ALLIANCE SECURITIES CORP. and BOATMEN'S INVESTMENT SERVICES, INC. Brett holds a variety of licenses and certifications, including Series 7, 24, 52, 53, 55, 57, 72, 79, 99, and the SIE exam. Brett specializes in providing financial advice and portfolio management to individuals, corporations, and other businesses.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
04/06/1993 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
NA
03/17/1997 - 08/17/1998
ALLIANCE SECURITIES CORP.
MO
06/17/1992 - 01/07/1993
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 07/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1992
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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