Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Marie Brauer is a financial advisor currently registered with LPL Financial LLC. Deana has been in the financial industry since June 2012 and is a Series 6, Series 63, and SIE licensed representative. Previously, Deana worked with M&T Securities, Inc., New Horizons Asset Management Group, LLC, and Key Investment Services LLC. Deana specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Deana Marie Brauer and LPL Financial LLC provide a variety of services to their clients including financial planning, pension consulting, and educational seminars.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/09/2021 - Present
LPL Financial LLC (WAPPINGERS FALLS NY)
NY
03/11/2015 - 06/09/2021
M&T SECURITIES, INC. (POUGKEEPSIE NY)
NY
05/13/2014 - 12/01/2014
NEW HORIZONS ASSET MANAGEMENT GROUP, LLC (POUGHKEEPSIE NY)
NY
11/21/2011 - 02/04/2014
KEY INVESTMENT SERVICES LLC (MIDDLETOWN NY)
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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