Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana King is a financial advisor who has been in the industry since November 1990. Deana is currently registered with Cetera Investment Advisers LLC, which is headquartered in Schaumburg, IL. Previously, Deana worked for M&T Securities, Inc., and CitiCorp Investment Services. Deana is also a Compliance Officer and Referrer for Canandaigua National Bank & Trust.
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
NY
09/14/2021 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NY
07/03/2006 - 08/02/2021
M&T SECURITIES, INC. (Rochester NY)
NY
10/23/1990 - 07/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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