Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Christian Unfug is a financial advisor with Ameriprise Financial Services, LLC. Dean has been in the financial industry since 1988 and is registered in multiple states. Dean's professional designations include Series 7, Series 63, Series 65 and Series 24. Dean has experience working with a variety of clients including individuals, high net worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations/businesses. Dean has also worked with clients in different industries, including the education industry. Dean's specialization is in financial planning, asset allocation services, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
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2
CO
10/09/2006 - Present
Ameriprise Financial Services, LLC (GRAND JUNCTION CO)
MN
09/20/2001 - 12/19/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/16/2000 - 05/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/20/1988 - 08/22/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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