Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Patrick Deane is an investment professional with over 30 years of experience. He has a Series 7, Series 63, and Series 65 license. Edward Patrick Deane is currently registered with Ameriprise Financial Services, LLC and has been with the firm since February 12, 2021. Previously Edward Patrick Deane was affiliated with Winslow, Evans & Crocker, Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Shearson Lehman Hutton Inc., and Moseley, Hallgarten, Estabrook & Weeden, Inc.. Edward Patrick Deane specializes in providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including individuals, families, businesses, trusts, and estates. He is committed to helping clients achieve their financial goals and building long-lasting relationships.
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
02/12/2021 - Present
Ameriprise Financial Services, LLC (Plymouth MA)
MA
02/07/2014 - 03/18/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
06/01/2009 - 02/11/2014
MORGAN STANLEY (BOSTON MA)
MA
07/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
03/13/1990 - 07/31/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
07/03/1985 - 03/29/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/21/1983 - 07/05/1985
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
IA
Issued 05/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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