Unclaimed
Deaderick Jones is a financial advisor with over 20 years of experience in the industry. Deaderick has a strong background in financial planning, portfolio management, and pension consulting. Deaderick is currently registered with Osaic Wealth, Inc. and has previously been registered with several other firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC. and WOODBURY FINANCIAL SERVICES, INC. Deaderick is committed to providing personalized financial advice to help clients reach their financial goals.
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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2
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/28/2003 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
12/20/2002 - 02/14/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/20/2002 - 02/14/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
03/20/1999 - 08/23/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
NY
04/24/1998 - 01/07/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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