Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deane? Claim Your ProfileDeane Michael Hafling is a financial advisor with over 19 years of experience in the industry. Deane is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since July 2024. Prior to that, Deane worked at Raymond James Financial Services, Inc. from June 2010 to December 2021. Deane has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Deane is also a Certified Financial Planner. Deane is committed to providing clients with personalized financial advice and guidance. Deane is also active in the community, serving on the board of directors of several non-profit organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
07/08/2024 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
06/04/2010 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
09/21/2004 - 06/07/2010
EDWARD JONES (HOUSTON TX)
BC
Issued 07/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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