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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Miller is a financial advisor with Morgan Stanley. Dean has been in the securities industry since 2014. Dean has been registered with Morgan Stanley since 2017 and also holds a previous registration with UBS Financial Services Inc. Dean is licensed in 47 states and 2 IA states. Dean is also a registered representative for Morgan Stanley. Dean offers investment advisory services such as asset allocation advice, financial planning, pension consulting and portfolio management for individuals, businesses and investment companies. Dean is also available to conduct educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NV
09/16/2020 - Present
Morgan Stanley (Reno NV)
NY
09/11/2017 - 03/02/2020
MORGAN STANLEY (NEW YORK NY)
NY
07/15/2014 - 08/08/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
PA
01/16/2014 - 07/17/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LANGHORNE PA)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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