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DF

Dean M. Firmani

STONEX SECURITIES
Wilton, NH 03086
Some features on this profile are disabled
CRD#: 2191987
DF

Professional summary


Dean Michael Firmani is a registered financial professional currently at STONEX SECURITIES INC. located in Wilton, New Hampshire.

Dean is registered as a RR (Registered Representative) and started their career in finance in 1992. Dean has worked at 17 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Dean Michael Firmani's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 30, 2024 - Present

STONEX SECURITIES INC.

Office #1: 136 Pead Hill Rd, Wilton, NH 03086
BD
CRD#: 18456
Wilton, NH
Past

September 16, 2009 - September 23, 2024

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Wilton, NH
Past

May 14, 2009 - September 21, 2009

OSAIC FS, INC.

BD
CRD#: 3870
NASHUA, NH
Past

December 15, 2006 - May 21, 2009

U.S. WEALTH ADVISORS, LLC.

BD
CRD#: 126924
NASHUA, NH
Past

September 22, 2004 - December 14, 2006

USI SECURITIES, INC.

BD
CRD#: 43793
MANCHESTER, NH
Past

May 16, 2003 - December 5, 2003

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 15, 2002 - May 15, 2003

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
WESTON, FL
Past

February 15, 2002 - May 15, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

August 23, 2001 - January 31, 2002

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

August 18, 2000 - August 28, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

April 16, 1998 - August 18, 2000

L.M. KOHN & COMPANY

BD
CRD#: 27913
CINCINNATI, OH
Past

October 29, 1996 - April 3, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 29, 1996 - April 3, 1998

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 8, 1995 - October 18, 1996

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

August 30, 1993 - March 1, 1995

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

July 21, 1993 - August 30, 1993

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

May 5, 1993 - July 7, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 6, 1992 - July 22, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

January 6, 1992 - July 22, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/30/2024)
RR
Florida
(9/30/2024)
RR
Maine
(9/30/2024)
RR
Maryland
(9/30/2024)
RR
Massachusetts
(10/2/2024)
RR
Minnesota
(9/30/2024)
RR
New Hampshire
(9/30/2024)
RR
Tennessee
(9/30/2024)
RR
Texas
(9/30/2024)
RR
Vermont
(9/30/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 1/30/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SS
STONEX SECURITIES INC.
C G MATON FINANCIAL SERVICES , INC. | STONEX WEALTH MANAGEMENT | STONEX SECURITIES INC. | STERNE AGEE FINANCIAL SERVICES, INC. | SOUTHEAST NETWORK EQUITIES GROUP, INC. | SAL FINANCIAL SERVICES, INC. | SA STONE WEALTH MANAGEMENT INC. | INVESTECH CAPITAL CORPORATION | CAPITAL GROWTH MANAGEMENT INC.

CRD#: 18456 / SEC#: , 8-36638

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Mailing Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Phone number
(800) 292-2411
Established
Delaware since 01/22/2002
Firm type
Corporation
Fiscal year end
September
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STONEX GROUP INC.100% OWNER
BOLTE, DAVID ALBERTSECRETARY2711410
CARTER, JAY WILSONPRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR2412541
DAVISON, STUART ANDREWDIRECTOR7824576
DUNAWAY, WILLIAM JOHNDIRECTOR6505923
HUGO, MARK ERICPOO2177412
LYON, CHARLES MARTINDIRECTOR4000852
MAURER, MARK LDIRECTOR4234406
MCAUSLAN, JAMES BUCHANANDIRECTOR7658964
PARKER, BRIAN LANECHIEF COMPLIANCE OFFICER, ROSFP4635848
PORZIO, JOSEPH JOHNCFO / PFO / FINOP1319702
RICHARDSON, MARCUS BRYANTCHIEF OPERATING OFFICER3037932
SMITH, PHILIP ANDREWDIRECTOR, CHAIRMAN OF THE BOARD4999097

Disclosures


Regulatory Event9
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STONEX SECURITIES INC.

CRD#: 18456Wilton, NH 03086

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