Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee House is an Investment Advisor Representative at Belpointe Asset Management LLC. Dee has been in the industry since 1994 and has been registered with the state of California since 2023. Dee has Series 6, Series 22 and Series 63 licenses. Prior to joining Belpointe Asset Management LLC, Dee was a Financial Advisor at Securities America Advisors, Inc. and Pacific Premier Bank. Dee also owns Financial Network and Dee House and Company, which are not investment-related. Dee specializes in providing financial planning and investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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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NV
01/17/2025 - Present
Belpointe Asset Management LLC (RENO NV)
NE
11/07/2002 - 11/02/2010
QA3 FINANCIAL CORP. (OMAHA NE)
MD
10/01/2001 - 09/30/2002
H. BECK, INC. (ROCKVILLE MD)
CA
11/29/1995 - 09/28/2001
SANTA FE SECURITIES CORP. (SOLANA BEACH CA)
CA
07/14/1994 - 09/13/1995
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/1994
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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