Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Raymond Dean is a financial advisor with Dean Bennett Advisory Services Inc. Leonard has over 30 years of experience in the financial services industry. Leonard holds several licenses, including Series 7, 6, 63, 65, 24, and 51. Leonard is also a Certified Financial Planner. Leonard's firm, Dean Bennett Advisory Services Inc., has been in business since 2009. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
09/14/2022 - Present
Dean Bennett Advisory Services Inc. (ROSEVILLE CA)
CA
01/27/2021 - 09/13/2022
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
NC
10/01/2019 - 10/30/2019
SUPREME ALLIANCE LLC (CHARLOTTE NC)
CA
01/13/2011 - 09/11/2019
ALLSTATE FINANCIAL SERVICES, LLC (Gold River CA)
CA
01/17/1990 - 12/17/2010
PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)
NY
02/15/1988 - 09/29/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/15/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
03/17/1987 - 11/16/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
05/23/1984 - 03/25/1987
NYLIFE SECURITIES INC.
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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