Licenses & Qualifications Series 7 & 63 – General Securities Registered RepresentativeSeries 65 – Uniform Investment AdvisorNew York State Life & Health Insurance LicenseAAMS – Accredited Asset Management Specialist
Dean Rothman has been in the financial services industry since 2000. As Investment Specialist for National Financial Network, Dean is one of the primary resource's for all investment related products/services, including: mutual funds, ETS's, variable annuities, 529’s, pension design, 401(k)’s, fixed annuities, and separate account programs.
Qualification and Dedication
Mr. Rothman's dedication to his clients and the industry is evident in his ongoing effort to educate himself. Dean is committed to helping build wealth for his clients, maximize the value of their clients’ assets, enhance the quality of their lives and perpetuate their legacies for generations to come.
Mr. Rothman is a member in organizations that encourage a commitment to superior ethical standards. Dean is a member of the Million Dollar Round Table (MDRT). MDRT is a premier association for professionals in the financial services arena. Mr. Rothman has acquired the Accredited Asset Management Specialist (AAMS) designation. The AAMS is an intensive program that educates advisors about the various aspects of all areas of financial planning. Dean received his B.S. in Business/Finance from Seton Hall University. Dean lives in Bay Shore, Long Island with his wife Jessica, and their two children: Emily and Olivia. He enjoys competing in endurance sporting events, including triathlons, where he is a 3x IRONMAN triathlon finisher.
Registered Representative & Investment Advisor Park Avenue Securities, Financial Representative of Guardian
Series 11 – Assistant Representative
Allyson began her career in the Financial Services industry in 2001, and earned her Bachelor’s Degree from Baruch College. In addition to client services, Allyson also provides operational support and expertise to the firm’s 40+ Registered Representatives. Allyson lives in Queens, NY with her dog Bailey, and enjoys global travel and eclectic dining.
Registered Representative of Park Avenue Securities.