Unclaimed
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 a financial advisor with over 30 years of experience in the industry. Lee is currently registered with Eagle Strategies LLC in Waltham, MA. Prior to that, Lee was registered with several other firms, including John Hancock Distributors, Inc. and Legend Capital Corporation. Lee specializes in providing financial planning, investment management and advisory services to individuals, corporations and charitable organizations. Lee has a broad range of experience in the financial services industry, with a focus on retirement planning, wealth management and estate planning.
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.
1
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 01/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Dean is the right advisor for you? Invested Better is here to help.
