Unclaimed
John Robert Dean is a financial professional with over 40 years of experience in the financial services industry. John Robert Dean has a strong background in providing financial advice and has held various positions at several firms, including Voya Financial Advisors, Inc., Locust Street Securities, Inc., and AskAr Corp. John Robert Dean currently works as a financial professional at Cetera Investment Advisers LLC, where John Robert Dean provides financial planning and investment advice to individuals and businesses. John Robert Dean is also a licensed insurance agent and holds the Chartered Financial Consultant designation.
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.
1
2
MN
04/29/2024 - Present
Cetera Investment Advisers LLC (WILLMAR MN)
MN
03/16/2016 - 12/31/2020
VOYA FINANCIAL ADVISORS, INC. (WILLMAR MN)
MN
01/01/2004 - 03/03/2015
VOYA FINANCIAL ADVISORS, INC. (WILLMAR MN)
IA
05/21/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
01/24/1994 - 05/12/1999
ASKAR CORP. (BLOOMINGTON MN)
MN
11/12/1992 - 01/20/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
10/29/1987 - 11/13/1992
THE O.N. EQUITY SALES COMPANY
OH
04/23/1985 - 11/13/1992
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
07/13/1987 - 11/24/1987
AMERICAN GENERAL SECURITIES INCORPORATED
NA
10/20/1980 - 07/09/1985
EQUICO SECURITIES, INC.
NA
04/23/1974 - 07/09/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 4/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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