Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Fitzgerald Clemetsen is a financial advisor with over 20 years of experience in the industry. Dean is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with firms such as Fidelity Brokerage Services LLC, Frontier Solutions, LLC, and D.A. Davidson & Co. Dean has a wide range of experience in investment consulting, financial planning, and portfolio management. Dean provides investment advisory services to individuals, families, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
02/06/2023 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CO
02/19/2022 - 11/03/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
VA
11/19/2018 - 02/24/2020
FRONTIER SOLUTIONS, LLC (RICHMOND VA)
MD
08/01/2016 - 04/04/2017
ARCHER DISTRIBUTORS, LLC (LAUREL MD)
MT
09/01/2011 - 11/20/2015
D.A. DAVIDSON & CO. (GREAT FALLS MT)
NM
08/30/2000 - 11/16/2010
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NY
01/14/2000 - 08/25/2000
ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)
ME
07/07/1999 - 01/14/2000
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
10/23/1997 - 07/02/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
04/19/1995 - 10/03/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
03/17/1994 - 04/26/1995
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
IA
Issued 03/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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