Unclaimed
Dean F. Clemons is a financial advisor with over 20 years of experience in the industry. Dean is a Registered Representative with Osaic FA, Inc., a firm that offers investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans. Dean has a deep understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. Dean is committed to providing his clients with personalized financial advice and guidance. Dean's prior experience includes roles at CADARET, GRANT & CO., INC., EQUITAS AMERICA, LLC, BRECEK & YOUNG ADVISORS, INC. and W.H. STUART & ASSOCIATES.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
MI
12/06/2022 - Present
Osaic FA, Inc. (Southfield MI)
MI
08/11/2010 - 12/12/2017
CADARET, GRANT & CO., INC. (Lake Orion MI)
MI
12/08/2004 - 08/11/2010
EQUITAS AMERICA, LLC (TROY MI)
CA
01/24/2002 - 12/14/2004
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
GA
02/21/2000 - 01/24/2002
W.H. STUART & ASSOCIATES (NORCROSS GA)
IA
Issued 08/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dean Clemons is the right advisor for you? Invested Better is here to help.