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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Morrison is a financial advisor registered with Cetera Investment Advisers LLC. Dean is registered with the state of New Hampshire for both Broker-Dealer and Investment Advisor activities. Dean Morrison has been in the financial industry for over 25 years and has experience working with a wide variety of clients including individuals, corporations, pension and profit sharing plans, insurance companies, investment companies, charitable organizations, state or municipal government entities, and banks or thrifts. Dean's specializations include portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.
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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NH
03/21/2024 - Present
Cetera Investment Advisers LLC (BEDFORD NH)
NH
10/15/2002 - 10/03/2016
INVESTORS CAPITAL CORP. (AMHERST NH)
NY
06/01/1998 - 10/16/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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