Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Edward Falzone is a financial advisor with Truist Advisory Services, Inc., specializing in financial planning and portfolio management for individuals and businesses. Dean has been in the financial services industry since 1997. Dean holds Series 6, 7, 24, 63, and 65 licenses. Dean has worked for BB&T Securities, LLC, BB&T Investment Services, Inc., Riggs Investment Corp., and M&T Securities, Inc. Dean is registered in Maryland, Virginia, North Carolina, and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
MD
11/17/2020 - Present
Truist Advisory Services, Inc. (LAUREL MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
DC
11/18/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WASHINGTON DC)
NC
11/07/2002 - 12/31/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
DC
06/19/2001 - 11/06/2001
RIGGS INVESTMENT CORP. (WASHINGTON DC)
MD
05/01/1995 - 01/26/2001
M&T SECURITIES, INC. (BALTIMORE MD)
NY
03/23/1994 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 04/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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