Dean Shore, Cfp®, Cima®

Dean Shore, Cfp®, Cima® Email and Phone Number

LPL Financial Advisor at Shore Wealth Management @ Shore Wealth Management
Dean Shore, Cfp®, Cima®'s Location
Danville, Illinois, United States, United States
Dean Shore, Cfp®, Cima®'s Contact Details

Dean Shore, Cfp®, Cima® work email

Dean Shore, Cfp®, Cima® personal email

n/a

Dean Shore, Cfp®, Cima® phone numbers

About Dean Shore, Cfp®, Cima®

Dean Shore is a LPL Financial Advisor at Shore Wealth Management, providing wealth management and financial planning services for his clients and their families. Working with a select number of affluent individuals, families, and business owners, his mission is to help his clients feel more financially confident knowing they have a motivated team in their corner. Dean holds his Certified Investment Management Analyst® designation, CERTIFIED FINANCIAL PLANNER™ designation, Series 7, and 63 securities registrations with LPL Financial and IL Insurance license. He graduated from Illinois State University with a Bachelor’s Degree in Business Administration. Based in Danville, Illinois, he works with clients throughout the country.To learn more about Dean, his services, and Shore Wealth Management, email him at dshore@shorewm.com, call 217-709-0001, or visit www.shorewm.com. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Dean Shore, Cfp®, Cima®'s Current Company Details
Shore Wealth Management

Shore Wealth Management

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LPL Financial Advisor at Shore Wealth Management
Dean Shore, Cfp®, Cima® Work Experience Details
  • Shore Wealth Management
    Lpl Financial Advisor
    Shore Wealth Management Jan 2017 - Present
    Danville, Illinois, Us
    Provide a comprehensive range of wealth management services including; asset management, retirement planning, retirement distribution planning, estate planning, tax strategies, education planning, cash flow analysis and risk management. Our extensive resources, allow us to tailor our services to each client’s individual needs.
  • Fidelity Investments
    Financial Representative
    Fidelity Investments May 2015 - Nov 2016
    Boston, Ma, Us
    • Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments• Responsible for fundamental guidance• Identify additional customer needs and introduce additional Fidelity products and services

Dean Shore, Cfp®, Cima® Skills

Customer Service Microsoft Word Microsoft Excel Powerpoint Financial Planning Retirement Planning Asset Management Cash Flow Analysis College Education Planning

Dean Shore, Cfp®, Cima® Education Details

  • Illinois State University
    Illinois State University
    Business Administration
  • High Point University
    High Point University
  • Yale School Of Management
    Yale School Of Management
    Investment Management Theory & Practice

Frequently Asked Questions about Dean Shore, Cfp®, Cima®

What company does Dean Shore, Cfp®, Cima® work for?

Dean Shore, Cfp®, Cima® works for Shore Wealth Management

What is Dean Shore, Cfp®, Cima®'s role at the current company?

Dean Shore, Cfp®, Cima®'s current role is LPL Financial Advisor at Shore Wealth Management.

What is Dean Shore, Cfp®, Cima®'s email address?

Dean Shore, Cfp®, Cima®'s email address is de****@****ity.com

What is Dean Shore, Cfp®, Cima®'s direct phone number?

Dean Shore, Cfp®, Cima®'s direct phone number is +161791*****

What schools did Dean Shore, Cfp®, Cima® attend?

Dean Shore, Cfp®, Cima® attended Illinois State University, High Point University, Yale School Of Management.

What skills is Dean Shore, Cfp®, Cima® known for?

Dean Shore, Cfp®, Cima® has skills like Customer Service, Microsoft Word, Microsoft Excel, Powerpoint, Financial Planning, Retirement Planning, Asset Management, Cash Flow Analysis, College Education Planning.

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