Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Marguerite Demarko is a financial professional with experience in the securities industry. Deana is registered with Charles Schwab & Co., Inc. and holds the Series 7TO, Series 9, and Series 63 licenses. Deana has been in the industry since June 20, 2019. Deana has a strong background in financial planning and portfolio management. Deana specializes in providing investment advice to individuals 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
06/21/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 07/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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