Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deann? Claim Your ProfileDeann Morgan is a financial advisor registered in Texas with Mariner Wealth. Deann has been in the industry since 1999 and has experience as a Certified Financial Planner. Deann is also a Certified Public Accountant and has her own CPA/Tax firm, Deann Morgan, CPA, PC.
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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
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2
TX
11/09/2020 - Present
Mariner Wealth (STEPHENVILLE TX)
WY
08/04/2000 - 10/02/2020
PROEQUITIES, INC. (HULETT WY)
FL
07/09/1999 - 08/07/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 09/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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