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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 James Agelopoulos is a financial advisor with Ameriprise Financial Services, LLC in Dedham, Massachusetts. Dean has been working in the financial industry since March 21, 1984. Dean is registered with the state of Florida, Maine, Massachusetts, New Hampshire, New Jersey and Rhode Island. Dean holds the Series 6, 7, 22 and 63 licenses as well as the SIE. Dean has experience working with trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth.
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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2
MA
02/26/1985 - Present
Ameriprise Financial Services, LLC (DEDHAM MA)
MN
02/26/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/26/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
02/23/1984 - 01/28/1985
MONY SECURITIES CORP.
BC
Issued 06/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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