Dean Rosko, CLU, ChFC
Retirement Planning SpecialistDean Rosko is dedicated to providing prompt, courteous, and professional service and advice to his clients. Dean has been with Equitable Advisors since 1978 and brings a wealth of knowledge and experience in a broad range of financial products and services areas. He works with individual and small business clients in the areas of retirement planning, estate planning strategies, and business planning.
Education and Related Experience:
- Bachelor of Science in Education from Northern Illinois University
- Financial Industry Regulatory Authority (FINRA) Series 7, 63, 65 registrations
- State of Florida Life, Health, and Variable Annuity Licenses
- Wharton Certificate in Retirement Planning based on the completion of training program at Wharton School, University of Pennsylvania
Accreditation and Professional Affiliations:
- ChFC (Chartered Financial Consultant) & CLU (Chartered Life Underwriter)*
- Largo Chamber of Commerce
- 2005-2008 Centurion Award Recognition
- 12X National Leader’s Club Member for AXA Advisors Hall of Fame
Dean Rosko has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.