Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deane? Claim Your ProfileDeane Wittmann is a financial advisor with over 40 years of experience in the industry. Deane is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since July 2003. Prior to that, Deane was registered with Prudential Securities Incorporated and Thomson McKinnon Securities Inc. Deane is a licensed Series 7 and Series 63 representative and is also a Series SIE exam holder. Deane specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Deane is registered in Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and Tennessee.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/18/1985 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
06/29/1982 - 07/19/1985
FIRST JERSEY SECURITIES, INC.
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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