Dean VetsikasCRD Number: 5055951
Current Firm: Wells Fargo Clearing Services, LLC
Dean Vetsikas (CRD# 5055951) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Radnor, PA and has over 15 years of experience in the finance industry. Dean Vetsikas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Wells Fargo Clearing Services, LLC||Philadelphia, PA||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Philadelphia, PA||Sep 2016 - Nov 2016||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Sep 2016||1|
|Morgan Stanley Smith Barney||Philadelphia, PA||Jun 2009 - Sep 2016||7|
|Citigroup Global Markets Inc.||Philadelphia, PA||Oct 2005 - Sep 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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