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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Millar Forstmann is a financial advisor at LPL Financial LLC with over 32 years of experience in the industry. Dean has a wide range of experience serving individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Dean also offers financial planning services, educational seminars, and consulting services in addition to portfolio management. Dean is registered with the state of Connecticut as well as a number of other states, including Massachusetts, New York, Florida, Arizona, California, Pennsylvania, Virginia, Rhode Island, New Hampshire, and North Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
02/14/2023 - Present
LPL Financial LLC (WETHERSFIELD CT)
CT
04/07/1992 - 02/16/2023
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
04/24/1990 - 03/16/1992
ADVEST, INC. (HARTFORD CT)
IA
Issued 01/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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