Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Anatra is a Registered Investment Advisor Representative with William Joseph Capital Management, Inc., and has been with the firm since January 2016. Dean is also a Certified Public Accountant (CPA) and is an owner of a CPA practice. Dean holds a Series 65 license, and has been active in the industry for over 25 years. Dean specializes in financial planning, portfolio management for individuals, and selection of other advisors. Dean is also a member of Brightbooks Shoreline, LLC, a bookkeeping company.
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.
Helps you choose top advisors aligned with your financial 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.
Selection of other advisers
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CT
01/28/2016 - Present
William Joseph Capital Management, Inc. (Madison CT)
IA
Issued 01/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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