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Dean Loucka

Charles Schwab & CO., Inc.

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About Dean Loucka

Dean Loucka is a financial advisor with over 7 years of experience in the industry. Dean is currently registered with Charles Schwab & CO., Inc. in New Jersey. Previously, Dean was a registered representative with TD Ameritrade, Inc. in New Jersey. Dean has also been a registered representative with UBS Financial Services Inc. in New Jersey and Madison Avenue Securities, LLC in California. Dean is licensed to provide securities advice and investment advisory services in 43 states and the District of Columbia.

Firm Information

Dean Loucka is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Dean Loucka’s Registration & Firm History

NJ

03/06/2023 - Present

Charles Schwab & CO., Inc. (Millburn NJ)

NJ

03/06/2023 - 07/29/2024

TD AMERITRADE, INC. (Millburn NJ)

NJ

07/28/2017 - 01/31/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CA

09/07/2016 - 10/05/2016

MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/23/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Dean Loucka.
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