Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stephen Dean is a financial professional with over 30 years of experience in the industry. Paul is currently registered with Equity Services, Inc. and is a Chartered Financial Consultant. Paul is also an insurance agent with experience selling life insurance products. Paul is committed to providing personalized financial advice to individuals, families, and businesses.
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.
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.
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GA
04/19/2022 - Present
Equity Services, Inc. (DULUTH GA)
GA
03/25/2017 - 03/08/2022
MML INVESTORS SERVICES, LLC (Peachtree Corners GA)
GA
01/24/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
VA
01/24/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
NY
10/19/1987 - 01/05/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/19/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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