Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Packard is a financial advisor with over 30 years of experience in the industry. Dean is a founding partner of Harvest Wealth LLC and has been with Cetera Investment Advisers LLC since 2023. Dean is registered as a broker-dealer and an investment advisor in multiple states, including Florida, Maryland and Texas. Dean holds the Series 7, 31 and 65 licenses, as well as the SIE designation. Dean provides a range of financial services to individuals, families, businesses and non-profit organizations. Dean also holds a Certified Financial Planner (CFP®) designation.
Naples, FL
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Naples FL)
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 2/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 2/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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