Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Elmer is a financial advisor with over 20 years of experience in the industry. Dean is registered with LPL Financial LLC and Holistic Advisory, LLC. Dean provides financial planning and consulting services. Dean has a strong track record of success in helping clients achieve their financial goals. Dean holds a Series 7, Series 31, Series 63, and Series 65 licenses. Dean is committed to providing clients with personalized financial advice.
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.
1
2
SC
07/21/2021 - Present
LPL Financial LLC (GREENVILLE SC)
SC
06/03/2015 - 07/21/2021
WADDELL & REED (GREENVILLE SC)
GA
05/25/2007 - 08/14/2007
EQUITY SERVICES, INC. (ATLANTA GA)
NY
12/06/2002 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/18/2001 - 12/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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