Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Rodewald is a financial advisor at Wells Fargo Clearing Services, LLC, with over 15 years of experience in the industry. Deanna is registered with FINRA and holds a Series 7, Series 63 and SIE licenses. Deanna has been a registered representative with Wells Fargo Clearing Services, LLC since January 2018. Previously, Deanna worked as a registered representative with Morgan Stanley and Citigroup Global Markets Inc. Deanna specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
01/22/2018 - Present
Wells Fargo Clearing Services, LLC (PORTLAND OR)
OR
06/01/2009 - 01/22/2018
MORGAN STANLEY (PORTLAND OR)
OR
02/05/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
BC
Issued 09/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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