Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Holcomb is a registered representative with Charles Schwab & CO., Inc. in Westlake, TX. Deana has been in the industry since March 20, 2024. Deana has passed both the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Prior to joining Charles Schwab & CO., Inc., Deana worked for TD AMERITRADE, INC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/20/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
03/20/2024 - 07/29/2024
TD AMERITRADE, INC. (WestLake TX)
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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