Unclaimed
Dewey Jennings Jetton is a financial advisor with over 24 years of experience in the industry. Dewey is currently registered with LPL Financial LLC and holds the Series 6, Series 7, and Series 63 licenses. Dewey also holds the SIE exam. Dewey has experience serving individuals, corporations, high net worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, state or municipal government entities, sovereign wealth funds and foreign official institutions, and other investment advisors. Dewey provides financial planning, consulting and other non-discretionary advisory services, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals. Dewey was previously registered with AVANTAX INVESTMENT SERVICES, INC.
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.
1
2
FL
04/29/2024 - Present
LPL Financial LLC (Tallahassee FL)
FL
08/14/1999 - 05/06/2024
AVANTAX INVESTMENT SERVICES, INC. (QUINCY FL)
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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