Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Antonopoulos is a financial advisor with Kingswood Wealth Advisors, LLC. Dean is a registered representative with FINRA and has over 30 years of experience in the financial services industry. Dean has a Series 6, 7, 8, 9, 10, 63, and SIE licenses. Dean provides financial planning and investment management services to individuals, families, businesses, and retirement plans. Dean is committed to helping clients achieve their financial goals. Prior to joining Kingswood Wealth Advisors, LLC, Dean worked at Kalos Capital, Inc., VSR Financial Services, Inc., and Raymond James Financial Services, Inc.
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.
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 consulting
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.
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2
CA
10/04/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
IN
08/17/2016 - 09/01/2022
KALOS CAPITAL, INC. (Carmel IN)
IN
05/25/2007 - 07/18/2016
VSR FINANCIAL SERVICES, INC. (CARMEL IN)
IN
09/10/2001 - 05/29/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MA
06/29/1992 - 09/14/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/29/1992 - 09/14/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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