Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Zack is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc.. Dean has been in the industry since August 22, 1987. Dean works in the Encinitas, CA office. Dean is also the owner of Zack Wealth Management, LLC. Dean has earned the Series 7, Series 31, and Series 63 licenses. Dean has experience working with a variety of clients, including high-net-worth individuals, insurance companies, corporations, pension plans, and charitable organizations. Dean specializes in providing financial planning, investment management, and other advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/04/2021 - Present
Raymond James Financial Services Advisors, Inc. (Encinitas CA)
CA
01/01/2008 - 07/10/2018
WELLS FARGO CLEARING SERVICES, LLC (CARLSBAD CA)
CA
11/01/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
MO
09/04/1990 - 11/05/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/28/1987 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
07/21/1987 - 08/25/1987
FOR SIGHT CAPITAL MANAGEMENT INC.
NA
07/21/1987 - 07/22/1987
DEAN WITTER REYNOLDS INC.
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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