Unclaimed
Dean Potashner is a financial professional with over 15 years of experience in the securities industry. Dean currently works at Summit Securities Group LLC, where he has been registered since September 2013. Prior to his current role, Dean has held positions at VTRADER PRO, LLC, GARGOYLE STRATEGIC INVESTMENTS L.L.C., DC TRADING PARTNERS L.L.C., and LOMAX TRADING L.L.C.
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.
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.
1
2
NY
09/05/2013 - Present
Summit Securities Group LLC (NEW YORK NY)
CA
02/23/2011 - 09/29/2011
VTRADER PRO, LLC (SAN FRANCISCO CA)
NJ
12/05/2007 - 11/13/2009
GARGOYLE STRATEGIC INVESTMENTS L.L.C. (ENGLEWOOD NJ)
NY
04/26/2005 - 06/29/2007
DC TRADING PARTNERS L.L.C. (NEW YORK NY)
NY
09/26/2003 - 04/28/2005
LOMAX TRADING L.L.C. (NEW YORK NY)
BC
Issued 08/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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