Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Alfred Bell is a financial advisor at Osaic Wealth, Inc. Dean has over 30 years of experience in the financial services industry. Dean holds the Series 3, 7, 8, 9, 10, 63, 65, and 66 licenses. Dean also has the Series SIE license. Dean provides a wide range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Dean is registered with the state of Michigan and other states including Florida, Georgia, New York, Ohio, Pennsylvania, South Carolina, Utah and Virginia.
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
MI
08/25/2023 - Present
Osaic Wealth, Inc. (UTICA MI)
MI
12/05/2013 - 08/25/2023
SIGMA FINANCIAL CORPORATION (Washington MI)
MI
05/28/2010 - 12/06/2013
WUNDERLICH SECURITIES, INC. (BIRMINGHAM MI)
MI
09/23/2008 - 06/01/2010
LEONARD & COMPANY (TROY MI)
MI
04/02/2007 - 10/13/2008
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
06/23/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
MI
04/30/2004 - 07/07/2006
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NJ
03/08/1988 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
05/20/1986 - 04/05/1988
E. F. HUTTON & COMPANY INC
NA
02/05/1988 - 02/29/1988
PAINEWEBBER INCORPORATED
NA
04/18/1984 - 11/01/1984
OLDE & CO., INCORPORATED
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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