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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Dean is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Charlottesville, Virginia. John has been in the financial industry since March 21, 1996, and has experience providing financial planning and investment services to a variety of clients, including individuals, businesses, and retirement plans. John is a Certified Financial Planner™ and is registered with the state of Texas and Virginia. John has worked for several firms during his career, including H&R Block Financial Advisors, Inc. and Investcorp, Inc., and holds several licenses and designations, including Series 63, 65, 7, 9, and 10.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CHARLOTTESVILLE VA)
VA
10/21/2003 - 05/09/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (CHARLOTTESVILLE VA)
FL
08/27/1999 - 10/23/2003
INVESTACORP, INC. (MIAMI FL)
CA
05/06/1994 - 10/09/1997
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 01/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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