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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Takayuki Umemoto is an investment advisor representative and a principal at McLean Asset Management Corp. Dean has been with McLean Asset Management Corp. since 1984. Dean has been a silent partner of inStream Solutions, LLC, a non-investment related company located in Washington DC since June 2016. Dean is also a Certified Financial Planner and a Chartered Financial Consultant. Dean has been registered with the Securities and Exchange Commission since 1980 and has a strong track record of providing financial advice to individuals, families, and businesses. Dean specializes in portfolio management, financial planning, and pension consulting. Dean has a strong understanding of the investment markets and is committed to providing his clients with personalized financial advice and services.
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.
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
VA
01/23/1991 - Present
McLean Asset Management Corp. (Tysons VA)
NY
09/13/1996 - 02/28/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
03/19/1990 - 09/25/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
10/27/1988 - 03/19/1990
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
11/19/1984 - 11/16/1988
FOCUS SECURITIES, INC.
NA
08/26/1980 - 11/12/1984
CARDELL & ASSOCIATES, INCORPORATED
NA
05/06/1980 - 09/01/1980
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 09/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1990
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1980
Series 1 - Registered Representative Examination
Active
Inactive
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