Unclaimed
Bretina Elaine Deanda is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry for over 10 years. Bretina Deanda has passed the Series 66, Series 7 and SIE exams. Bretina Deanda currently holds registrations in 21 states for both Broker-Dealer and Investment Advisor. Bretina Deanda previously worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Bretina Deanda specializes in portfolio management for individuals, businesses, and pension consulting. Bretina Deanda provides asset allocation services, financial planning, educational seminars, and publication of periodicals.
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.
Asset allocation services
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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2
AZ
01/08/2024 - Present
Ameriprise Financial Services, LLC (Yuma AZ)
AZ
01/03/2011 - 05/03/2019
WELLS FARGO CLEARING SERVICES, LLC (YUMA AZ)
AZ
09/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (YUMA AZ)
BOTH
Issued 11/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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