Unclaimed
Dean Tolpa Godek is a financial advisor with over 20 years of experience in the industry. Dean currently works at MML Investors Services, LLC, where Dean has been registered since October 25, 2005. Prior to that, Dean was a financial advisor at VALIC Financial Advisors, INC. and The Variable Annuity Marketing Company. Dean holds Series 6, 7, 63, and 66 licenses and is registered to sell securities in Arizona, Connecticut, Florida, Maine, Massachusetts, New Hampshire, North Carolina, Virginia and Washington. Dean specializes in providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including individuals, businesses, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
10/25/2005 - Present
MML Investors Services, LLC (HOLYOKE MA)
TX
11/05/1998 - 10/25/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/15/1990 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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