Dee Ann Price

Current Employers

Employment History

• 05/1984 → Present
  Dee A Price Fin Plan Svc Inc
  Solon/Twinsburg, OH
• 12/2006 → Present
  Cadaret, Grant & Co., Inc.
  Solon, OH
• 07/2007 → Present
  Affinity Financial Llc
  Solon, OH

Previous Registrations

• 2006-12-05 → 2007-09-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Solon, OH
• 2005-01-12 → 2006-12-05
  Investors Capital Corp.
  Solon, OH
• 2002-06-27 → 2004-12-31
  Eastern Point Advisors Inc.
  Twinsburg, OH

Other Businesses

DEE A. PRICE FINANCIAL PLANNING SVC INC (OUTSIDE BUSINESS) SUB "S" CORPORATION - 100% OWNED BY DEE PRICE. CORPORATION ACCEPTS COMMISSIONS FOR INSURANCE PRODUCTS/FINANCIAL PLANNING SVCS/TAX PREPARATION SERVICES. "S" CORPORATION WAS ESTABLISHED IN APRIL 1987, PRIOR TO THAT, BUSINESS WAS OPERATED AS A SOLE-PROPRIETORSHIP. CURRENTLY, I, DEE A. PRICE, AM LICENSED TO SELL LIFE, HOSPITALIZATION, DISABILITY, LONG-TERM CARE INSURANCE, AND ANNUITIES, AS AN AGENT OF MY CORPORATION. THIS CORPORATION ALSO RECEIVED COMPENSATION WHEN I WAS APPROVED BY THE STATE OF OHIO, DEPT. OF INSURANCE, TO TEACH THE 40 HOURS OF PRE-LICENSING EDUCATION (UP UNTIL 2006). INCOME DERIVED FOR FINANCIAL PLANNING SERVICES IS PRIMARLY INSURANCE COMMISSIONS AND THE BALANCE IS FROM TAX PREPARATION. ADDITIONALLY, I WAS RECENTLY ACCEPTED TO BECOME CERTIFIED TO BECOME PART-TIME FACULTY AT THE UNIVERSITY OF PHOENIX, CLEVELAND, OHIO CAMPUS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-15
• S63 Uniform Securities Agent State Law Examination
  1990-03-09

Other Names

• Dee Price
• Dee A Price