Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Lynn Kelly is a financial advisor with Evensky & Katz/foldes Wealth Management. Deana has been a registered investment advisor since 2002 and has been with Evensky & Katz/foldes Wealth Management since 2014. Deana is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
04/22/2002 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
CA
05/09/1997 - 09/11/1997
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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