Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Licata is an investment advisor representative who has been working in the financial services industry since October 3, 1984. Dean is currently registered with Osaic Wealth, Inc. and is active in both the broker-dealer and investment advisor space. Dean specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Dean is licensed in multiple states and has worked with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. Dean is a highly experienced financial advisor who is dedicated to helping 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.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (PITTSFORD NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PITTSFORD NY)
NY
05/26/1994 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (PITTSFORD NY)
CT
10/15/1993 - 07/23/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
NY
08/28/1992 - 05/16/1994
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
04/01/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
04/01/1987 - 09/25/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
01/01/1984 - 06/27/1986
IDS MARKETING CORPORATION
NA
01/01/1984 - 06/25/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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