Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Dean is a financial advisor with Winthrop Wealth, located in Boston, MA. Kenneth has been working in the financial industry since January 18, 2009. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Kenneth is registered with FINRA and the state of Massachusetts. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/17/2021 - Present
Winthrop Wealth (BOSTON MA)
NH
11/18/2008 - 12/31/2012
TRIAD ADVISORS, INC. (BEDFORD NH)
NH
02/11/2008 - 11/21/2008
AIG FINANCIAL ADVISORS, INC. (BEDFORD NH)
MA
11/23/2005 - 09/15/2006
EQUITY SERVICES, INC. (FRAMINGHAM MA)
RI
03/17/2004 - 06/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
06/10/2003 - 08/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
09/25/2002 - 05/02/2003
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 08/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Dean is the right advisor for you? Invested Better is here to help.
