Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Aita is a financial professional with over 30 years of experience in the financial services industry. Dean has been registered with Cetera Investment Advisers LLC since March 2024. Previously, Dean worked with Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc. and Summit Equities, Inc. Dean has a wide range of experience in financial planning, portfolio management and insurance. He is a Certified Financial Planner and holds the Series 7, 24, 52TO, 53 and 63 licenses. Dean provides a variety of financial services to individuals, families, businesses and institutions.
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.
1
2
CT
03/21/2024 - Present
Cetera Investment Advisers LLC (WASHINGTON DEPOT CT)
CT
01/31/1997 - 12/15/2021
ROYAL ALLIANCE ASSOCIATES, INC. (WASHINGTON DEPOT CT)
GA
10/04/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NJ
03/05/1992 - 10/03/1996
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IA
Issued 10/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/07/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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