Unclaimed
Darlene Cheatom-deason is a financial professional with over 27 years of experience in the industry. Currently, Darlene is an active registered representative with LPL Financial LLC. Prior to her current role, Darlene has held positions at Royal Alliance Associates, Inc., Rehmann Financial Network, LLC, NYLIFE Securities LLC, Morgan Stanley, and Citigroup Global Markets Inc. Darlene is licensed to provide financial advice in Michigan and has a wide range of experience in the financial services industry. Darlene holds several industry certifications, including the Series 7, Series 31, Series 63, and Series 65 exams, as well as the SIE exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/07/2021 - Present
LPL Financial LLC (ROCHESTER MI)
MI
10/09/2018 - 04/08/2021
ROYAL ALLIANCE ASSOCIATES, INC. (ROCHESTER MI)
MI
02/01/2018 - 10/04/2018
REHMANN FINANCIAL NETWORK, LLC (Troy MI)
MI
04/22/2014 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
MI
02/27/2013 - 03/26/2014
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
MI
06/01/2009 - 11/05/2012
MORGAN STANLEY (GROSSE POINTE FARMS MI)
MI
08/03/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
IA
Issued 06/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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