Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean George Leounis is a financial advisor with Cadaret, Grant & Co., Inc. located in Utica, NY. Dean has been in the financial industry since April 9, 1992. Dean holds a Series 6, 7, 63 and 66 license and is also a licensed life and health insurance agent in New York. Dean's previous experience includes working at Royal Alliance Associates, Inc. and A. G. Edwards & Sons, Inc.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Utica NY)
NY
09/11/2007 - 08/14/2017
ROYAL ALLIANCE ASSOCIATES, INC. (UTICA NY)
NY
04/24/1997 - 09/19/2007
A. G. EDWARDS & SONS, INC. (UTICA NY)
AZ
03/17/1994 - 04/08/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
03/26/1992 - 03/23/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/26/1992 - 03/23/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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