Unclaimed
Dean Williamson is a financial advisor with Raymond James Financial Services Advisors, Inc. Dean has been in the financial industry since 1991. Dean Williamson has worked in the financial industry for over 30 years. Dean is registered with the state of North Carolina and Texas as an Investment Advisor Representative. Dean Williamson also holds Series 4, 7, 24, 31, 51, 63, and 65 licenses. Dean has worked for Raymond James Financial Services, Inc. since 1999 and Williamson Wealth Group, Inc. since 2005. Dean Williamson is a financial advisor and is licensed to provide a wide range of financial services. Dean is also the owner/proprietor of Williamson Properties of LKN, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (Cornelius NC)
FL
11/13/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
07/08/1994 - 10/25/1996
DICKINSON & CO. (DES MOINES IA)
NA
05/30/1991 - 08/02/1994
F.N. WOLF & CO., INC.
IA
Issued 07/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/29/1997
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dean Williamson is the right advisor for you? Invested Better is here to help.