Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Butler is a financial professional with over 16 years of experience in the industry. Deana is a registered investment advisor representative (IAR) with Osaic Wealth, Inc. and is also licensed in Texas. Deana has held previous roles at SAGEPOINT FINANCIAL, INC. and FIRST WESTERN SECURITIES, INC.. Deana specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Deana is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
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.
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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2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
10/08/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT WORTH TX)
TX
10/30/2007 - 10/08/2015
FIRST WESTERN SECURITIES, INC. (FORT WORTH TX)
IA
Issued 06/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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