Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Lovell Boebinger is a financial advisor who has been in the industry since 1989. Dean is registered with Strategic Financial Concepts, LLC, a firm that has been in business since 2010. Dean is also a Certified Financial Planner. The firm offers financial planning, portfolio management for individuals and businesses, educational seminars and pension consulting services to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans.
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.
General consulting and business planning services
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.
Retainer fees
1
2
TX
03/09/2010 - Present
Strategic Financial Concepts, LLC (HOUSTON TX)
GA
05/26/1999 - 02/29/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
10/03/1997 - 11/17/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
ME
05/12/1995 - 09/30/1997
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
AZ
09/19/1994 - 05/16/1995
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
VA
07/31/1992 - 08/19/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
07/18/1989 - 01/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/1989 - 01/22/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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