Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Matthew Aita is a financial professional with over 30 years of experience in the financial services industry. Dean holds a variety of licenses and registrations, including Series 7, 24, 52, 53, 63, and 65. He is also a Certified Financial Planner. Dean is currently registered with Cetera Investment Advisers LLC. Previously, Dean worked with Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., and Summit Equities, Inc.. He provides a variety of financial services, including financial planning, portfolio management, and insurance. Dean is committed to helping individuals and families 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.
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 4/8/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/7/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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