Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Michael Fliss has been in the financial services industry since September 9, 1986. Dean is currently registered with Global View Capital Management LLC in Waukesha, WI. Prior to joining Global View, Dean was employed by The Strategic Financial Alliance, Inc. and World Group Securities, Inc. Dean holds several securities licenses including Series 6, 63, 22, 26, 65, SIE, and 99TO. Dean's experience in the financial services industry coupled with his dedication to providing personalized service makes him a valuable resource for clients seeking investment and financial planning 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/06/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
11/01/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
WI
06/10/2002 - 11/02/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
GA
04/04/2002 - 06/05/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
02/12/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
05/09/1986 - 10/11/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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