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 Giella is a financial advisor at Cambridge Investment Research Advisors, Inc. Dean has been in the financial services industry since May 1, 1994. Dean has a broad range of experience and licenses to provide a variety of financial services. Dean provides financial planning, portfolio management and educational seminars to individuals and businesses. Dean is also a licensed insurance agent and the owner of GS Investment Planning, LLC. Dean has held a variety of positions in the financial services industry and has experience in a number of areas including investment management, financial planning, and insurance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
01/05/2017 - Present
Cambridge Investment Research Advisors, Inc. (Melville NY)
NJ
03/31/2010 - 06/06/2011
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NY
10/10/2000 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (JERICHO NY)
IL
09/04/1996 - 10/06/2000
PMG SECURITIES CORPORATION (ELGIN IL)
FL
01/01/1994 - 09/05/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
05/28/1992 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NY
04/26/1990 - 07/25/1990
TRIAD FINANCIAL (HOLBROOK NY)
NA
04/05/1988 - 05/10/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
08/06/1986 - 05/29/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
10/18/1985 - 04/15/1986
PRUCO SECURITIES CORPORATION
BC
Issued 10/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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