Unclaimed
Dean Larabee is an investment advisor representative who has been in the industry since 1999. Dean Larabee is currently registered with Bristol Wealth Group. Dean Larabee also has previous experience working at Raymond James Financial Services, Inc. and UBS Financial Services Inc. Dean Larabee holds Series 66, 63, 10, 9, SIE, 31, and 7 licenses. Dean Larabee specializes in providing financial planning and portfolio management services to individuals, charitable organizations, banking or thrift institutions, corporations or other businesses, and state or municipal government entities.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
10/23/2024 - Present
Bristol Wealth Group (TAUNTON MA)
MA
09/25/2009 - 06/27/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAUNTON MA)
RI
07/12/2002 - 10/02/2009
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
NY
07/22/1999 - 07/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/21/1998 - 07/14/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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