Unclaimed
Dean Jeffrey Digregorio is a financial advisor with Commonwealth Financial Network. Dean has been working in the financial industry since 2004, and is currently registered with the state of Massachusetts. Dean has experience with a variety of financial products and services, including portfolio management, financial planning, and retirement planning. Dean has worked with a number of different financial firms over the years, including VOYA FINANCIAL ADVISORS, INC., PRINCIPAL SECURITIES, INC., and CETERA ADVISOR NETWORKS LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
07/21/2022 - Present
Commonwealth Financial Network (West Newbury MA)
MA
06/09/2021 - 07/26/2022
CETERA ADVISOR NETWORKS LLC (West Newbury MA)
MA
08/02/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (West Newbury MA)
MA
06/04/2008 - 08/01/2017
PRINCIPAL SECURITIES, INC. (WALTHAM MA)
MA
01/06/2005 - 04/25/2008
ING FINANCIAL PARTNERS, INC. (WALTHAM MA)
CT
03/26/2004 - 01/05/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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