Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean MacRis is a financial advisor with over 28 years of experience in the industry. Dean is registered with IBN Financial Services, Inc. and is licensed to provide investment advice in New York. Dean has held previous roles with VSR Financial Services, Inc., Ridgeway & Conger, Inc., Royal Alliance Associates, Inc., Guardian Investor Services Corporation, and Pruco Securities Corporation. Dean has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
07/20/2023 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
08/14/2015 - 07/12/2016
VSR FINANCIAL SERVICES, INC. (EAST SYRACUSE NY)
NY
05/04/2012 - 09/04/2015
RIDGEWAY & CONGER, INC. (EAST SYRACUSE NY)
NJ
09/03/1997 - 05/03/2012
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NY
09/23/1996 - 09/16/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
09/01/1994 - 01/23/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dean MacRis is the right advisor for you? Invested Better is here to help.
