Unclaimed
Dean Steven Jaeger is a financial advisor with over 30 years of experience in the financial services industry. Dean has been registered with Raymond James Financial Services Advisors, Inc. since 2009, and has also been an Investment Advisor Representative for the firm since 2012. Dean's previous employment includes time at Investment Network, Inc. in Franklin Park, IL, where he worked from 1993 to 1999. Dean is licensed to provide investment advice in a number of states and holds several professional designations, including the Series 6, 7, 24, 63, and 65 licenses. Dean has also been the owner of Jaeger Wealth Advisors LLC since 2014 and is a partner in T&D Properties LLC, a real estate investment company. Dean provides a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Dean also provides hourly and fixed rate consultations, as well as support services to clients. Dean is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals.
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
IL
05/27/2011 - Present
Raymond James Financial Services Advisors, Inc. (ELMWOOD PARK IL)
IL
04/23/1993 - 06/28/1999
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
IA
Issued 07/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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