Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Dean has been working in the financial services industry since 1975. Eleanor is a Certified Financial Planner® professional and holds the Series 7, Series 24, and Series 63 licenses. Eleanor is currently affiliated with Osaic Wealth, Inc. Eleanor has held previous positions with Woodbury Financial Services, Inc., SagePoint Financial, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Eleanor has a passion for helping clients achieve their financial goals. Eleanor's goal is to provide a personalized approach to financial planning that meets each client's individual needs.
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.
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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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (STURGEON BAY WI)
WI
01/04/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STURGEON BAY WI)
FL
12/17/2010 - 12/31/2016
SAGEPOINT FINANCIAL, INC. (SUMMERFIELD FL)
MN
06/02/1975 - 12/23/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHANHASSEN MN)
MN
06/02/1975 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/02/1975 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 02/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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