Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Jeffery Callison is a financial professional with over 35 years of experience in the financial services industry. Dean holds a variety of licenses and certifications, including the Series 6, Series 7, and Series 24 licenses. Dean is also a Certified Financial Planner. Dean is currently registered with Osaic Wealth, Inc. and offers a variety of financial services to individuals, families, and businesses. These services include financial planning, portfolio management, and pension consulting. Dean is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
KS
01/19/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
01/30/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
10/07/1993 - 02/24/2020
FIRST HEARTLAND CAPITAL, INC. (OVERLAND PARK KS)
NA
09/13/1993 - 10/05/1993
FIRST HEARTLAND CAPITAL, INC.
AL
10/23/1989 - 09/13/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
DE
06/28/1988 - 10/23/1989
PML SECURITIES COMPANY (NEWARK DE)
BC
Issued 6/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 6/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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