Unclaimed
John Alan Dean is a financial advisor in Atlanta, Georgia. John is a registered representative with Janney Montgomery Scott LLC, and specializes in providing a wide range of financial services to individuals, families, and businesses. John holds a Series 63 and a Series 79 license and has been in the financial services industry since December 2017. John is also an active member of the community and is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
05/24/2024 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
12/04/2017 - 06/19/2024
TM CAPITAL LLC (ATLANTA GA)
BC
Issued 03/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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