Unclaimed
Deana Crawford Arnett is a financial advisor with over 23 years of experience in the industry. Deana is registered with Cetera Investment Advisers LLC and is currently licensed in Maryland and Virginia. Deana's previous experience includes roles with VOYA FINANCIAL ADVISORS, INC., MORGAN STANLEY DW INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. Deana holds Series 7, Series 31, Series 63, and Series 65 licenses. Deana also holds the CFP® and ChFC® designations. Deana provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
1
2
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (Baltimore MD)
MD
02/09/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Baltimore MD)
NY
08/06/2002 - 10/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
06/16/1998 - 07/25/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/16/1998 - 07/25/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 7/3/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/3/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 6/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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