Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Dipierro is a financial advisor with Kestra Advisory Services, LLC. Dean has been in the financial services industry since 2007, and specializes in providing financial planning, portfolio management and selection of other advisors. Dean has worked with a variety of clients, including high net worth individuals, corporations, and individuals other than high net worth. Dean holds the Series 7, Series 63 and SIE securities licenses.
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.
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
NY
04/03/2024 - Present
Kestra Advisory Services, LLC (Ossining NY)
NY
09/15/2022 - 04/04/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (OSSINING NY)
NY
07/17/2017 - 09/23/2022
LPL FINANCIAL LLC (CROTON ON HUDSON NY)
NY
05/10/2016 - 07/28/2017
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NY
01/26/2011 - 04/27/2015
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
12/21/2007 - 02/11/2009
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
08/28/1995 - 06/25/1996
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
02/03/1995 - 09/07/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dean Dipierro is the right advisor for you? Invested Better is here to help.
