Unclaimed
Dean Rubsamen is a financial professional with over 30 years of experience in the financial services industry. Dean is currently registered with State Farm Investment Management Corp. Dean's areas of expertise include investment company products, variable contracts, and general securities. Dean holds Series 6, 7, 26, and 51 licenses and a Chartered Financial Consultant designation. Dean has also worked for Fidelity Distributors Corporation, Fidelity Brokerage Services, Inc., Macken Securities, Inc. and State Farm VP Management Corp.
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.
Strategic management for diversified investment portfolios.
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.
1
2
UT
01/25/2021 - Present
State Farm Investment Management Corp. (South Jordan UT)
TX
12/20/2001 - 06/19/2015
STATE FARM VP MANAGEMENT CORP. (ALLEN TX)
CA
07/20/2000 - 05/22/2001
MACKEN SECURITIES, INC. (ROSEVILLE CA)
RI
11/29/1994 - 04/03/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
10/05/1987 - 11/18/1994
FIDELITY DISTRIBUTORS CORPORATION
RI
08/26/1986 - 11/18/1994
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
NA
03/24/1987 - 06/17/1987
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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