Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Kelly Morell is a financial advisor with J.P. Morgan Securities LLC. Dean has been in the industry since July 4, 1980 and has a broad range of experience. Dean is registered in multiple states including Arizona, Texas and Washington. Dean is a registered representative with J.P. Morgan Securities LLC as well as a Registered Investment Advisor. Dean previously worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and PaineWebber Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
10/04/2012 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
OR
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
07/21/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NJ
07/01/1980 - 08/07/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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