Unclaimed
Deanna Richards is a financial advisor with Edward Jones. She is currently registered with FINRA and the state of California. Deanna has been working in the financial industry since 2010 and has a wealth of experience in providing financial planning, portfolio management, and pension consulting services. She is committed to helping her clients achieve their financial goals. Deanna Richards specializes in providing financial advice to individuals, families, and small businesses. She is dedicated to providing personalized service and is committed to building long-term relationships with her clients.
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.
See schedule d - miscellaneous
1
2
CA
01/09/2019 - Present
Edward Jones (LOS OSOS CA)
BOTH
Issued 07/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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