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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dean is a financial advisor registered with Thrivent Investment Management Inc. Daniel Dean is a registered investment advisor in the states of Texas and Oklahoma, as well as a broker-dealer in 27 states. Daniel Dean has 32 years of experience in the financial services industry. Daniel Dean has also passed the Series 6, Series 7, Series 63, and Series 65 exams. Daniel Dean is based in San Antonio, Texas.
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.
Personalized portfolio management to meet individual financial objectives.
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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TX
01/07/2004 - Present
Thrivent Investment Management Inc. (SAN ANTONIO TX)
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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