Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Post is a financial advisor with over 20 years of experience in the industry. Deanna is currently registered with Wells Fargo Clearing Services, LLC in North Carolina and Texas. Deanna has previously worked with Woodbury Financial Services, Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and J.C. Bradford & Co. Deanna offers a variety of services to clients, including investment consulting, financial planning, and portfolio management.
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.
Investment consulting services to institutional clients
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.
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2
NC
07/13/2023 - Present
Wells Fargo Clearing Services, LLC (HIGH POINT NC)
NC
09/13/2019 - 01/17/2020
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
06/20/2018 - 09/11/2019
WELLS FARGO CLEARING SERVICES, LLC (HIGH POINT NC)
NC
01/04/2011 - 03/14/2018
MORGAN STANLEY (GREENSBORO NC)
NC
01/11/2010 - 11/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
08/14/2000 - 01/15/2010
UBS FINANCIAL SERVICES INC. (GREENSBORO NC)
NY
07/12/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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