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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Allan Holmes is a financial advisor with over 35 years of experience in the industry. Dean currently works with Osaic Wealth, Inc. and is registered in both California and Texas. Previously, Dean worked with a number of firms including VALIC Financial Advisors, Inc., THE VARIABLE ANNUITY MARKETING COMPANY, GATEWAY INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Dean is a Series 66, Series 51, Series 24, and SIE licensed advisor. Dean specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and pension and profit-sharing plans.
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
CA
01/24/2025 - Present
Osaic Wealth, Inc. (LOS ALAMITOS CA)
CA
04/02/1999 - 11/21/2023
VALIC FINANCIAL ADVISORS, INC. (LOS ALAMITOS CA)
TX
11/20/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IL
01/12/1994 - 11/15/2000
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
WI
04/28/1988 - 01/03/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
02/26/1987 - 05/11/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 08/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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