Unclaimed
Deana Manzanares is an active investment advisor representative who has been working in the industry since May 6, 2020. She is currently registered with Edward Jones in Colorado and Texas. Deana holds the Series 7TO, SIE and Series 66 licenses and is registered in 17 states. She has experience in a variety of financial services roles including Mortgage Broker, Mortgage Loan Officer and Real Estate Agent. Deana has worked with Edward Jones since January 2020. She has a strong track record of providing financial advice and portfolio management services to individuals, businesses, and families. Deana is committed to helping clients achieve their financial goals and believes in building long-lasting relationships with her clients.
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.
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.
See schedule d - miscellaneous
1
2
CO
07/28/2022 - Present
Edward Jones (BROOMFIELD CO)
BOTH
Issued 07/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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