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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Elizabeth Barnhart is a financial advisor with Morgan Stanley. Deanna has been in the financial services industry since December 6, 2015. Deanna is licensed in 53 states and has a Series 6, 7, 9, 10, 63, 66, and SIE licenses. Deanna is currently registered as a Registered Representative with Morgan Stanley in Ohio and Texas. Deanna has been with Morgan Stanley since July 2023, and prior to that, Deanna worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
07/31/2023 - Present
Morgan Stanley (Pepper Pike OH)
OH
06/18/2020 - 07/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
OH
03/22/2016 - 05/29/2020
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
OH
04/01/2011 - 08/16/2011
KEY INVESTMENT SERVICES LLC (MEDINA OH)
BOTH
Issued 08/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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