Dean Teofilo
Investment Advisor
- Role
- Advisor at Cetera Advisors Llc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Dean Teofilo
Registered Investment Advisor with over 35 years experience in Investment Securities…
Experience
Advisor
Jan 1991 — Present · Wauwatosa, WI, US
Securities offered through Cetera Advisors LLC,(doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Education
Boston University
CFP Certificate, Certified Financial Planning
2008 — 2010
University of Wisconsin-Madison
Bachelor of Science - BS, Economics
Skills
- Investment Advisory
- Series 63
- Pensions
- Series 7
- Retirement Planning
- Finra
- Disability Insurance
- Financial Planners
- Wealth Management
- Financial Services
- Securities
- Investments
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