Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Constantine bruno Anast is a financial professional with over 35 years of experience in the industry. Dean is currently registered with Ni Advisors. Dean specializes in financial planning, portfolio management for individuals, and selection of other advisors. Dean has previously held roles at firms such as Professional Broker-Dealer Financial Planning, Inc., QA3 Financial Corp., and Sunset Financial Services, Inc., demonstrating a consistent commitment to serving clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Share fees with third party asset managers
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2
CO
01/02/2025 - Present
NI Advisors (BROOMFIELD CO)
CO
08/03/2009 - 12/21/2021
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
CO
06/04/2007 - 08/03/2009
QA3 FINANCIAL CORP. (FIRESTON CO)
CO
01/10/2006 - 05/31/2007
SUNSET FINANCIAL SERVICES, INC. (WESTMINSTER CO)
CO
01/13/2005 - 12/31/2005
CONTEMPORARY FINANCIAL SOLUTIONS, INC. (LITTLETON CO)
MA
05/20/1999 - 01/14/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
CO
03/18/1999 - 06/08/1999
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
10/27/1998 - 01/13/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
02/12/1986 - 09/30/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 11/02/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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