Unclaimed
Dean Vernon Shore is a financial advisor with LPL Financial LLC. Dean is also registered as an Investment Advisor Representative (IAR) with LPL Financial LLC. Dean has been in the industry since September 2015. Prior to joining LPL Financial LLC, Dean was employed at Cetera Advisor Networks LLC and Fidelity Brokerage Services LLC. Dean holds Series 63, Series 7 and SIE licenses. Dean is also a Certified Financial Planner. Dean is based in Danville, Illinois.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
06/13/2018 - Present
LPL Financial LLC (DANVILLE IL)
IL
01/05/2017 - 06/14/2018
CETERA ADVISOR NETWORKS LLC (DANVILLE IL)
CA
07/29/2015 - 11/23/2016
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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