Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Lisee is a financial advisor with over 25 years of experience in the industry. Deana currently works for Fidelity Personal and Workplace Advisors, but has previously worked at Pruco Securities, LLC., Fidelity Brokerage Services LLC, CIBC Oppenheimer Corp., Tradeway Securities Group, Inc., and Chatfield Dean & Co., Inc. Deana is licensed to provide financial advice in multiple states including California, Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Massachusetts, Nevada, New Hampshire, New York, Oregon, Texas, Utah, Virginia, and Washington. Deana has earned the Series 7, Series 63, Series 65, and Series 66 licenses. Deana offers a variety of financial planning 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.
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
CA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (EL SEGUNDO CA)
CA
10/19/2022 - 03/22/2023
PRUCO SECURITIES, LLC. (EL SEGUNDO CA)
RI
11/16/1998 - 08/26/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
06/17/1996 - 11/10/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
CA
06/22/1995 - 03/05/1996
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
NY
07/06/1994 - 06/26/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
07/19/1993 - 07/20/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/12/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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