Dean BalsamoCRD Number: 4073765
Current Firm: Td Private Client Wealth LLC
Dean Balsamo (CRD# 4073765) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 22 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Td Private Client Wealth LLC||Manchester, NH||Mar 2016 - Current||6|
|Td Bank, N.a.||Manchester, NH||Mar 2016 - Current||6|
|Td Bank, N.a.||Concord, NH||Dec 2012 - Mar 2016||3|
|Td Private Client Wealth LLC||Concord, NH||Dec 2012 - Mar 2016||3|
|Tdameritrade Inc.||Manchester, NH||Jun 2009 - Dec 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Total Assets Under Management5,619MILLIONS
Total Number of Accounts4,792ACCOUNTS
Average Account Value$1,172,526
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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