Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deane? Claim Your ProfileDeane Western is a financial advisor registered with Cetera Investment Advisers LLC, based in Traverse City, Michigan. Deane has been working in the financial industry since 2006. Deane is a Series 7TO, SIE, and Series 22 licensed representative. Deane is also licensed to provide investment advice in Michigan and Texas. Deane has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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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MI
09/19/2024 - Present
Cetera Investment Advisers LLC (TRAVERSE CITY MI)
FL
10/03/2006 - 12/04/2008
COHEN FINANCIAL EQUITIES LLC (CLEARWATER FL)
BOTH
Issued 8/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/3/2023
Series 7TO - General Securities Representative Examination
BC
Issued 5/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2006
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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