Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Sadak is an Investment Advisor Representative at Osaic Wealth, Inc. Dean has been in the securities industry since July 20, 1983. Dean is licensed in Alabama, Arkansas, Florida, Illinois, Indiana, Maryland, North Carolina, Texas, and Virginia. Dean holds the Series 63, Series 65, and Series 66 securities licenses as well as the Series 24 principal exam. Dean also holds the SIE and Series 7 licenses. Dean's previous experience includes positions at Securities America, Inc., Next Financial Group, Inc., Lincoln Financial Securities Corporation, National Securities Corporation, UBS Paine Webber Inc., J.C. Bradford & Co., Wheat, First Securities, Inc., DMG Securities, Inc., F.N. Wolf & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. Dean offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
08/28/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HENRICO VA)
VA
10/03/2012 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
08/01/2007 - 10/08/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (GLEN ALLEN VA)
VA
12/06/2001 - 07/31/2007
NATIONAL SECURITIES CORPORATION (GLEN ALLEN VA)
NJ
08/14/2000 - 12/20/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/05/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
09/22/1995 - 06/16/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
VA
07/01/1994 - 09/26/1995
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
05/16/1988 - 07/14/1994
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
NA
07/20/1983 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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