Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Charles Kaiser is a financial professional with over 36 years of experience in the financial services industry. Dean currently works as a financial advisor at LPL Financial LLC in Trenton, MI. Dean has also held positions at Cetera Advisor Networks LLC, Tower Square Securities, Inc., Advantage Capital Corporation, and Travelers Equities Sales, Inc. Dean holds Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Dean specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Dean is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
06/06/2022 - Present
LPL Financial LLC (TRENTON MI)
MI
09/03/2013 - 06/09/2022
CETERA ADVISOR NETWORKS LLC (TRENTON MI)
MI
02/16/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (TRENTON MI)
GA
08/15/1994 - 02/20/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
11/19/1985 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 03/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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