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Investment Adviser Representative
Our Investment Process
The goals and needs of each client are unique, as individual as you are. Tell us what you want to achieve. We'll help you get there, step by step.
Meet
Our Adviser
Dream O'Brien, Investment Adviser Representative of PrimeVest, takes the time
to listen, and
will work with you to help you reach your goals.
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Dream
O'Brien
Investment
Adviser Representative |
Professional Credentials
- PrimeVest:
- Investment Adviser Representative
- National
Association of Securities Dealers:
- Series
7 Registration
- Series
66 Registration
- Insurance
Licenses
- Dale Carnegie Graduate
- Toastmaster's Vice President of Public Relations
- Dickinson Chamber Ambassador
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Securities
and insurance are: Not FDIC Insured. Not Guaranteed by financial
institution. Subject to Risk and May Lose Value. Not a deposit.
Not insured by any federal government agency. PRIMEVEST Financial
Services, Inc., is an independent, registered broker/dealer. Member FINRA/SIPC. PrimeVest Privacy Policy and Other Important Information |
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Representatives are registered to conduct securities business
and licensed to conduct insurance business in limited states.
Response to, or contact with residents of other states will
only be made upon compliance with applicable licensing and
registration requirements. The information in this web site
is for U.S. residents only. The information on this web site
does not constitute an offer to sell, or a solicitation of
an offer to purchase brokerage services to persons outside
of the United States. |
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