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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Russell Dean is an investment advisor representative with Eagle Strategies LLC. Lee is based in Waltham, MA and has been in the industry since September 9, 1988. Lee has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Lee specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
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2
MA
03/04/1998 - Present
Eagle Strategies LLC (WALTHAM MA)
MA
03/19/1992 - 08/03/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/19/1992 - 08/03/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
FL
04/16/1990 - 01/13/1992
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
07/26/1988 - 03/11/1989
UR FINANCIAL, INC.
NA
11/25/1987 - 09/02/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/19/1984 - 04/18/1984
LONG BEACH SECURITIES CORPORATION
NA
08/08/1983 - 01/18/1984
IDS MARKETING CORPORATION
IA
Issued 1/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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