Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Cilnyk Roeger is a financial advisor with MAI Capital Management, LLC. Deanna has over 20 years of experience in the financial services industry and is registered in Ohio. Deanna previously worked with McDonald Partners LLC and CETERA Advisor Networks LLC. Deanna holds the Series 66, Series 7, 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
09/06/2022 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
06/10/2021 - 08/10/2022
MCDONALD PARTNERS LLC (CLEVELAND OH)
WI
11/06/2018 - 05/07/2019
CETERA ADVISOR NETWORKS LLC (GREEN BAY WI)
WI
05/13/2014 - 11/16/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREEN BAY WI)
WI
03/18/2011 - 05/08/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREEN BAY WI)
NY
10/01/2009 - 08/30/2010
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
01/31/2008 - 09/21/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BUFFALO NY)
NY
06/11/2001 - 06/11/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
BOTH
Issued 08/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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