Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Morgan is a financial advisor registered with Valic Financial Advisors, Inc. Deanna has been in the financial industry for over 20 years, and has held several previous positions with other firms, including Fifth Third Securities, Inc. and OneAmerica Securities, Inc. Deanna is a Series 6, 63 and 65 licensed advisor. Deanna Morgan is a financial advisor that specializes in providing financial planning and investment advice to individuals and corporations. Deanna is located in MERRILLVILLE, IN and works out of the Valic Financial Advisors, Inc. office located at 8001 BROADWAY, SUITE 402, MERRILLVILLE, IN, 46410.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
IN
07/03/2014 - Present
Valic Financial Advisors, Inc. (MERRILLVILLE IN)
IN
10/03/2003 - 08/12/2011
FIFTH THIRD SECURITIES, INC. (MERRILLVILLE IN)
IN
01/26/2000 - 08/15/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/26/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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