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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 Andersen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Dean has been in the industry since February 4, 1988 and has a broad range of experience. Dean has worked with Citigroup Global Markets Inc, The Robinson-Humphrey Company, LLC, Dean Witter Reynolds Inc, R A F Financial Corporation, R.B. Marich, Inc, First United Securities Group of California, Wells Fargo Clearing Services, LLC and now Wells Fargo Advisors Financial Network, LLC. Dean is a Certified Financial Planner and holds Series 3, 4, 7 and 63 licenses and the SIE exam. Dean is registered in 27 states. Dean specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Dean's office is located at 4353 Tilly Mill Rd, Suite 225 in Atlanta, Georgia.
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.
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.
Investment consulting services to institutional clients
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.
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2
GA
10/28/2020 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
02/13/2009 - 10/01/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
01/02/2002 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
03/03/1995 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
03/05/1991 - 02/06/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
10/17/1990 - 02/05/1991
R A F FINANCIAL CORPORATION (DENVER CO)
NA
01/12/1988 - 10/17/1990
R.B. MARICH, INC.
NA
11/25/1987 - 12/21/1987
FIRST UNITED SECURITIES GROUP OF CALIFORNIA
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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