Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Brandon Hasen is a financial advisor with over 15 years of experience in the financial services industry. Dean has been registered with Wells Fargo Clearing Services, LLC since March 2018. Prior to that, Dean worked for several other firms, including Citizens Securities, Inc., PNC Investments, and Morgan Stanley Smith Barney. Dean holds a Series 6, Series 7, Series 63, and Series 66 license. Dean has a broad range of experience working with a variety of clients, including individuals, businesses, and institutional clients. Dean is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
PA
03/20/2024 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
PA
07/31/2017 - 03/05/2018
CITIZENS SECURITIES, INC. (NORTH WALES PA)
NJ
06/03/2016 - 07/25/2017
PNC INVESTMENTS (HADDONFIELD NJ)
NJ
10/17/2012 - 05/20/2016
WELLS FARGO ADVISORS, LLC (BURLINGTON NJ)
PA
06/21/2011 - 06/05/2012
MORGAN STANLEY SMITH BARNEY (JENKINTOWN PA)
PA
04/05/2010 - 06/10/2011
PNC INVESTMENTS (PHILADELPHIA PA)
PA
08/09/2006 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 07/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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