Unclaimed
Dean Flanagan is a financial professional with over 30 years of experience in the industry. Dean holds a broad range of licenses, including Series 3, 7, 22, 57TO, 63 and 66. Dean is currently registered with Goldman Sachs & Co. LLC, a large firm with assets under management exceeding $50 billion. Dean's expertise spans multiple areas, including securities trading, financial planning, and portfolio management. Dean has a proven track record of success in guiding clients toward their financial goals. Dean is committed to providing personalized service and helping clients make informed financial decisions.
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.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
1
2
FL
04/24/2001 - Present
Goldman Sachs & Co. LLC (WEST PALM BEACH FL)
MA
10/07/1992 - 06/28/1999
AMERICAN FINANCE GROUP SECURITIES CORP. (BOSTON MA)
BOTH
Issued 01/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1992
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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