Unclaimed
Deanna Ann Filosa is a registered representative with MML Investors Services, LLC. Deanna Ann Filosa has been working in the financial industry since 1989. Deanna Ann Filosa has a series 6 and 7 license, as well as a series 63 license. Deanna Ann Filosa is also registered in several states, including New York, Texas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Montana, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Virgin Islands, and Virginia. Deanna Ann Filosa also holds a non-MMLIA insurance brokerage license.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
10/21/2014 - Present
MML Investors Services, LLC (MELVILLE NY)
NA
01/31/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 02/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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