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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Adams Packard is a financial advisor with over 37 years of experience. Dean has worked with Cetera Investment Advisers LLC since 2023 and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., and Alex. Brown & Sons Incorporated. Dean holds Series 7, Series 31, Series 63, and Series 65 licenses and is a Certified Financial Planner. Dean specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Dean currently provides financial services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dean has a commitment to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (BETHESDA MD)
DC
09/29/2006 - 06/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
11/15/1991 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NA
01/27/1989 - 11/20/1991
A. G. EDWARDS & SONS, INC.
MO
02/21/1985 - 11/20/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/26/1988 - 02/07/1989
ALEX. BROWN & SONS INCORPORATED
IA
Issued 12/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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