Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Dean is an active Investment Advisor Representative and Registered Representative in Ohio. Robert joined State Farm Investment Management Corp. in March 2023. Robert has been in the financial industry for more than 5 years. Robert holds Series 63, Series 65, Series 6TO and SIE licenses and has passed two state exams. Robert provides portfolio management services for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
OH
04/21/2023 - Present
State Farm Investment Management Corp. (Fairfield Township OH)
IA
Issued 04/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert Dean is the right advisor for you? Invested Better is here to help.
