Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Dwyer is a financial advisor in Philadelphia, Pennsylvania. Deana has been in the financial services industry for 28 years and is currently registered with Franklin Distributors, LLC. Deana has a Series 7, Series 24, Series 63 and SIE license. Deana Dwyer is also a registered representative of Franklin Distributors, LLC and is registered to provide financial advice in Pennsylvania. Previously Deana was a financial advisor with Lincoln Financial Advisors Corporation, Credit Suisse Securities (USA) LLC and Salomon Smith Barney 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.
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.
1
2
PA
05/04/2012 - Present
Franklin Distributors, LLC (PHILADELPHIA PA)
NJ
02/09/2011 - 04/10/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
PA
02/13/2001 - 01/18/2011
CREDIT SUISSE SECURITIES (USA) LLC (CONSHOHOCKEN PA)
NY
03/30/1995 - 01/29/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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