Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Allan Lammert is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Dean Allan Lammert has been in the securities industry since February 28, 2001. Dean Allan Lammert has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities. Dean Allan Lammert has passed the Series 7, Series 63, and Series 66 exams. Dean Allan Lammert is also registered as an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc. Dean Allan Lammert was associated with BANC OF AMERICA INVESTMENT SERVICES, INC..
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
03/01/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 12/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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