Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Norris is a financial advisor with Gradient Advisors, LLC. Deanna has been in the financial services industry since 2003. Deanna is a Registered Representative and holds the Series 66, 7, 4, 52, and 53 licenses. Deanna has worked with several firms in the past, including E*TRADE Securities LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Deanna focuses on providing investment advisory services to individuals and businesses.
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.
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.
Referral fees
1
2
AZ
10/09/2024 - Present
Gradient Advisors, LLC (Surprise AZ)
AZ
01/11/2023 - 04/18/2023
MORGAN STANLEY (Gilbert AZ)
AZ
03/22/2013 - 04/18/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
CA
10/23/2009 - 04/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
CA
10/21/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIVERSIDE CA)
NY
01/04/2005 - 10/04/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
01/19/2004 - 11/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/19/2004 - 11/17/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2009
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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