Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Robert Ingvalson is a financial advisor who has been active in the financial industry since 1985. Dean has a broad range of experience in the financial industry, having worked with several firms over the years. Dean is currently registered with both EFS Advisors and Advanced Advisor Group, LLC and is licensed to provide financial services in several states. Dean holds the Series 6, 63, and 65 licenses, as well as the SIE exam, and is a Certified Financial Planner. Dean is an active member of the financial community and regularly participates in educational seminars and publications.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
03/06/2024 - Present
EFS Advisors (CAMBRIDGE MN)
OH
02/15/2005 - 10/09/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
01/03/1991 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
07/01/1996 - 09/28/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
05/03/1993 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NA
05/12/1989 - 12/31/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MO
12/23/1988 - 05/30/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
03/19/1985 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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