Unclaimed
Dean Russell Inman is a financial advisor who has been in the industry since 2003. Dean is currently registered with Osaic FS, Inc. Dean holds a Series 7, Series 63 and Series 65 license and is also registered in the state of Texas as a Registered Investment Advisor.
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.
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.
Retirement plan consulting services provided on limited basis.
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
KY
07/09/2018 - Present
Osaic FS, Inc. (Fort Mitchell KY)
OH
03/06/2007 - 06/29/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (HARRISON OH)
IN
03/11/2005 - 03/05/2007
RAYMOND JAMES & ASSOCIATES, INC. (FT. WAYNE IN)
MO
05/13/2003 - 03/15/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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