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 Peterson is a financial advisor who has been active in the industry since November 10, 2012. Dean is currently registered with Avantax Investment Services, Inc. and has been with the firm since July 17, 2018. Previously, Dean was employed with ASCENSUS FINANCIAL SERVICES, LLC. and Paychex Securities Corporation. Dean has a Series 6, Series 63 and SIE license. Dean is registered in 10 states.
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.
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.
1
2
MN
07/17/2018 - Present
Avantax Investment Services, Inc. (Plymouth MN)
PA
07/29/2015 - 07/05/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
MN
10/09/2012 - 07/06/2015
PAYCHEX SECURITIES CORPORATION (MENDOTA HEIGHTS MN)
BC
Issued 10/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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