Unclaimed
Dean Richardson is a financial advisor with Blackrock Investment Management, LLC. Dean has been in the financial industry since 2016 and has a strong background in investments. Dean has a Series 66 license and a Series 7 license. Dean's areas of expertise include investments, portfolio management, and financial planning. Dean is committed to helping clients achieve their financial goals. Dean has a proven track record of success in providing investment advice and portfolio management services to individuals, families, and businesses. Dean is also an active member of the community. Dean is a valuable resource for those seeking financial guidance.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
10/09/2024 - Present
Blackrock Investment Management, LLC (Atlanta GA)
PA
02/26/2018 - 12/06/2022
TD AMERITRADE, INC. (RADNOR PA)
VA
02/19/2016 - 02/26/2018
SCOTTRADE, INC. (VIRGINIA BEACH VA)
BOTH
Issued 04/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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