Unclaimed
Dean Winfred Thurman is a financial advisor with over 30 years of experience in the industry. Dean Thurman has a strong track record of working with individuals, families, and businesses to achieve their financial goals. Dean Thurman is registered with LPL Financial LLC, and has held previous registrations with Cambridge Investment Research, Inc., National Planning Corporation, ING Financial Partners, Inc. and Titan/Value Equities Group, Inc. Dean Thurman is licensed to sell securities and provide investment advisory services in 49 states. Dean Thurman specializes in providing financial planning, portfolio management, and insurance 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.
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
MI
01/09/2024 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
10/05/2017 - 01/23/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
MI
01/20/2004 - 10/12/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
CT
02/11/1998 - 01/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
OH
07/18/1995 - 02/10/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
05/07/1990 - 07/26/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BOTH
Issued 02/18/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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