Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deann? Claim Your ProfileDeann Trees is a financial advisor in Long Island City, NY, and has been in the industry since 2006. Deann is currently registered with Citigroup Global Markets Inc. and has also worked at MORGAN STANLEY SMITH BARNEY. Deann offers a variety of services to her clients, including financial planning, asset allocation advice, and portfolio management. Deann is also a registered investment advisor in Texas.
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.
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.
Asset allocation advice
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.
1
2
NY
10/17/2022 - Present
Citigroup Global Markets Inc. (Long Island City NY)
TX
07/13/2010 - 07/26/2012
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
IA
Issued 10/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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