Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Mercurio is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. in REDDING, CA. Deanna has been working in the securities industry since 1997. Deanna is registered with FINRA and several states. Deanna has a variety of experience in the financial industry, including working with individuals, businesses, and other financial institutions. Deanna offers a range of financial services, including financial planning, portfolio management, and pension consulting. Deanna previously worked at WELLS FARGO CLEARING SERVICES, LLC and CHARLES SCHWAB & CO., INC.
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.
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.
1
2
CA
05/17/2019 - Present
Stifel, Nicolaus & Company, Inc. (REDDING CA)
CA
03/10/2009 - 05/21/2019
WELLS FARGO CLEARING SERVICES, LLC (REDDING CA)
TX
05/21/1986 - 05/01/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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