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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 Steven Greenberg is an Investment Advisor Representative with Greenberg Financial Group in Tucson, Arizona. Dean Greenberg has been a registered representative for over 40 years, having held previous registrations with several firms including BirchTree Financial Services, Inc., John Hancock Mutual Life Insurance Company, Boucher, Oehmke & Company, J.C. Bradford & Co., and Blackstock & Co., Inc. He is currently registered as a broker in 16 states and also holds a Series 65 license for investment advisory services. Dean Greenberg specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Portfolio reviews
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
AZ
10/17/2023 - Present
Greenberg Financial Group (TUCSON AZ)
MN
02/27/1990 - 10/01/1997
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MA
12/16/1991 - 12/01/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
12/08/1987 - 03/23/1990
BOUCHER, OEHMKE & COMPANY
NA
10/11/1984 - 10/29/1987
J.C. BRADFORD & CO.
NA
10/19/1983 - 10/17/1984
BLACKSTOCK & CO., INC.
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1995
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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