Unclaimed
Dean Vitali is an investment advisor representative at Vanguard Advisers, Inc. Dean is registered with the state of Arizona and Texas and specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles. Dean has been in the industry for over 30 years and has a broad range of experience working with a variety of clients. Prior to joining Vanguard Advisers, Inc., Dean worked for American Preferred Securities, Inc., and John Hancock Distributors, Inc.
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.
1
2
AZ
01/13/2015 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
NA
12/07/1987 - 01/09/1989
AMERICAN PREFERRED SECURITIES, INC.
NA
10/22/1985 - 09/11/1986
AMERICAN PREFERRED SECURITIES, INC.
NA
09/17/1984 - 07/22/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 07/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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