Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Harman has been a financial advisor since 1994. Dean has spent his career advising individuals and families on their investment, insurance, and retirement needs. Dean is a Certified Financial Planner and has a passion for helping clients understand their financial goals and develop strategies to achieve them. Dean has been a registered representative with Sagepoint Financial, Inc. since 2009. Dean is currently a registered representative with Osaic Wealth, Inc. and is located in The Woodlands, TX.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (THE WOODLANDS TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (THE WOODLANDS TX)
AZ
11/21/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
KS
08/12/1994 - 01/18/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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