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 Miller is a financial advisor with Sound Income Strategies, LLC in Fort Lauderdale, Florida. Deana has been in the financial industry for over 18 years and has experience with various firms, including Raymond James & Associates, INC, Fidelity Brokerage Services LLC, PNC Funds Distributor, LLC, and PNC Investments. Deana has a strong background in financial planning and portfolio management for individuals, businesses, and investment companies. Deana is dedicated to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
10/26/2023 - Present
Sound Income Strategies, LLC (Melbourne FL)
FL
09/08/2023 - 10/16/2023
RAYMOND JAMES & ASSOCIATES, INC. (Melbourne FL)
OH
06/13/2018 - 08/01/2022
FIDELITY BROKERAGE SERVICES LLC (FAIRLAWN OH)
OH
03/27/2015 - 05/22/2018
PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)
OH
03/28/2013 - 02/26/2015
PNC INVESTMENTS (CHAGRIN FALLS OH)
OH
10/25/2012 - 02/08/2013
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
06/07/2011 - 04/23/2012
LPL FINANCIAL LLC (MAYFIELD HEIGHTS OH)
OH
11/13/2009 - 05/25/2011
CCO INVESTMENT SERVICES CORP. (MAYFIELD HEIGHTS OH)
OH
06/01/2007 - 11/04/2009
KEY INVESTMENT SERVICES LLC (WILLOUGHBY OH)
FL
12/13/2005 - 04/16/2007
A. G. EDWARDS & SONS, INC. (MELBOURNE FL)
BOTH
Issued 12/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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