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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 Gerald Alves is a financial advisor at Ameriprise Financial Services, LLC. Dean has been in the financial services industry since 2014 and is registered to provide investment advice and securities products in 20 states. Dean specializes in providing financial planning, portfolio management, and asset allocation services for individuals, businesses, and charitable organizations. Dean is also qualified to provide pension consulting, educational seminars, and publication of periodicals. Dean is passionate about helping clients achieve their financial goals and is committed to providing personalized service and objective advice.
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.
Asset allocation services
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.
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CA
06/09/2022 - Present
Ameriprise Financial Services, LLC (San Ramon CA)
CA
11/12/2014 - 06/19/2015
FIRST INVESTORS CORPORATION (WALNUT CREEK CA)
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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