Dean V Boucounis

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1974 → Present
  Mutual Of Omaha Investor Services, Inc.
  Syracuse, NY

Other Businesses

BOUCOUNIS FINANCIAL SERVICES INC, PRES & SOLE STOCKHOLDER, 1/09. DEAN BOUCOUNIS INSURANCE AGENCY, OPENED FOR PURPOSE OF UTILITIES NEEDED FOR OFFICE, EST APPROX 1989, NO COMP VIA DBA. Insurance Agent; Non-Investment Related; Start Date: 1974; Insurance Lines: Health, Life, and Annuities. Member of Stewardship and Outreach Committee, Annunciation Greek Orthodox Church 146 Utica St Buffalo NY 14222, Not Investment-Related, Start Jan 2022, One monthly meeting, Typically no hours during trading hours, This Committee seeks to increase the participation and commitment of parishioners to our Church and its services and activities. Current projects include improving the Church's communications (mailings, emails, and social media); instituting a Greeters program to welcome and guide parishioners and visitors; helping with the Church's annual stewardship appeal; updating the community photo directory; and creating informal gatherings to meet and discuss the Church and our faith. Volunteers are welcome to work on projects such as writing and editing communications, serving as greeters on Sunday, or helping with other stewardship/outreach activities and events. Roswell Park Comprehensive Cancer Center. 665 Elm Sr Buffalo NY 14203. Not Investment Related. Start January 2025. When people come into the hospital, I will be greeting them and welcoming them to the facility as well as providing information and answering any questions that they may have pertaining to where they need to go for their appointments. I will also approach individuals and asked if there's anything I can do to be of help to them to make their stay more comfortable. From time to time instead of being stationary his people into the hospital I may walk around to see if I can be of service to anybody. I will not be offering any financial advice or advice about investments. Annunciation Church Orthodox Action Soup Kitchen. Not Investment related. The 2nd and last Saturday of the month I help serve meals to homeless and less fortunate individuals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-23
• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Designations

• Chartered Financial Consultant