Unclaimed Profile

Gloria Jean Pozzini

FINANCIAL DIMENSIONS GROUP, INC.·ARDEN HILLS, Minnesota

SIE, Series 7, Series 63Clean record12 years registeredFINANCIAL DIMENSIONS GROUP, INC.

6 PINE TREE DRIVE, ARDEN HILLS, MN 55112CRD# 1551179Firm CRD# 115143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gloria Jean Pozzini · ARDEN HILLS, MN

Registration

CRD #1551179 · FINANCIAL DIMENSIONS GROUP, INC. · 12 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Dec 2013 – present

FINANCIAL DIMENSIONS GROUP, INC.

Dec 2013 – Nov 2024

ARDEN HILLS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 19, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL DIMENSIONS GROUP, INC.

CRD 115143 · SEC 801-77285

AUM

$2.6B

Regulatory assets under management

Employees

9,105 client accounts

Services offered by FINANCIAL DIMENSIONS GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL DIMENSIONS GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Gloria Jean Pozzini offer?

Gloria Jean Pozzini specializes in Financial Planning, Investment Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.

What are Gloria Jean Pozzini's credentials?

Gloria Jean Pozzini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gloria Jean Pozzini located?

Gloria Jean Pozzini is based in ARDEN HILLS, Minnesota, working with FINANCIAL DIMENSIONS GROUP, INC.. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.

How does Gloria Jean Pozzini charge for services?

Gloria Jean Pozzini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL DIMENSIONS GROUP, INC.?

FINANCIAL DIMENSIONS GROUP, INC. has approximately 49 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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