Dean Boucounis (CRD# 845180) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Grand Island, NY and has over 24 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Syracuse, NY | Nov 1974 - Current | 49 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management15MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$209,436
- A percentage of assets under your management
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