Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deann? Claim Your ProfileDeann Yvonne Peter is a financial advisor with over 30 years of experience in the industry. Deann is registered with LPL Financial LLC and has held previous registrations with Raymond James Financial Services, Inc., Cetera Investment Services LLC, Mark Twain Brokerage Services, Inc., and Infinet Securities, Inc.. Deann provides financial planning services to individuals, businesses, and organizations. Deann also holds Series 7, Series 63, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
04/15/2020 - Present
LPL Financial LLC (COLUMBIA MO)
MO
10/14/2015 - 04/21/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbia MO)
MO
03/19/1997 - 10/13/2015
CETERA INVESTMENT SERVICES LLC (COLUMBIA MO)
NA
01/03/1994 - 04/29/1997
MARK TWAIN BROKERAGE SERVICES, INC.
NA
11/05/1990 - 01/01/1994
INFINET SECURITIES, INC.
NA
12/22/1987 - 11/05/1990
MARK TWAIN BROKERAGE SERVICES, INC.
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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