Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dean is a financial advisor who has been in the industry for over 20 years. Steven has a wide range of experience in the financial services industry, having worked at a number of firms, including Citizens Financial Group, Commonwealth Financial Network, and Fidelity Brokerage Services LLC. Steven currently works at Baldwin Wealth Partners, LLC, where he provides financial planning, portfolio management, and selection of other advisors. Steven is registered with the state of Massachusetts as an Investment Advisor Representative (IAR).
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.
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.
Management fees for limited partnerships
1
2
MA
07/01/2024 - Present
Baldwin Brothers LLC (MARION MA)
MA
03/19/2019 - 05/02/2022
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
03/25/2015 - 05/02/2022
CITIZENS SECURITIES, INC. (MEDFORD MA)
MA
04/11/2013 - 07/14/2014
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
NY
10/24/2012 - 04/03/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
10/24/2012 - 04/03/2013
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/24/2012 - 04/03/2013
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
10/24/2012 - 04/03/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
10/24/2012 - 04/03/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
10/27/2011 - 10/01/2012
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
03/28/2006 - 09/26/2011
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CT
03/03/2005 - 03/29/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
01/02/2004 - 02/22/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
11/04/2002 - 01/08/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
06/27/2002 - 11/04/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
RI
05/03/2001 - 04/17/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 09/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/27/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/10/2002
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 05/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Steven Dean is the right advisor for you? Invested Better is here to help.
