Unclaimed
Dean Zagortz is a financial professional with over 10 years of experience in the industry. Dean is currently registered with PFS Investments Inc. in Overland Park, KS. Dean holds the Series 6, Series 63, and SIE licenses and has experience working with individuals, corporations, 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.
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.
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2
KS
01/13/2017 - Present
PFS Investments Inc. (OVERLAND PARK KS)
KS
01/25/2010 - 12/31/2016
PFS INVESTMENTS INC. (OVERLAND PARK KS)
KS
11/03/2006 - 12/31/2009
PFS INVESTMENTS INC. (SHAWNEE MISSION KS)
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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