Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric William Dean is a financial advisor with over 10 years of experience in the industry. Eric is currently registered with Private Advisor Group, LLC and is also registered in 20 states as a broker and investment advisor. Eric has previously worked with several firms including Woodbury Financial Services, Inc., SagePoint Financial, Inc., Park Avenue Securities LLC and P.J. Robb Variable Corporation. Eric holds several licenses including Series 6, Series 7, Series 63 and Series 65. Eric offers a wide range of services to his clients, including financial planning, portfolio management, and insurance consulting. Eric also has experience working with businesses and individuals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/01/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
11/18/2014 - 01/13/2017
WOODBURY FINANCIAL SERVICES, INC. (COLLEGEVILLE PA)
AZ
08/14/2014 - 10/31/2014
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
05/17/2013 - 03/28/2014
PARK AVENUE SECURITIES LLC (PARAMUS NJ)
TN
10/20/2011 - 03/20/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
IA
Issued 11/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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