Unclaimed
Deanna Stranglen is a financial advisor who has been in the industry for over 20 years. She is currently registered with Cadent Capital Advisors, LLC in Oklahoma. Deanna has a diverse background in the financial services industry, having worked with several firms, including LPL Financial LLC, UBS Financial Services Inc., Park Avenue Securities LLC, and PFS Investments Inc. Deanna specializes in providing financial planning services for 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.
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.
Selection of other advisers fees
1
2
OK
11/30/2022 - Present
Cadent Capital Advisors, LLC (TULSA OK)
OK
02/27/2012 - 11/03/2022
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
04/11/2005 - 01/17/2012
UBS FINANCIAL SERVICES INC. (TULSA OK)
NY
02/11/2004 - 10/01/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
06/02/2003 - 10/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
GA
11/28/2001 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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