Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Lorraine Mulaly is a financial advisor with over 5 years of experience in the industry. Deanna currently works for Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Deanna holds the Series 63, Series 24, SIE, and Series 7 licenses and has passed the Uniform Securities Agent State Law Examination. Deanna's previous experience includes a role at RAYMOND JAMES & ASSOCIATES, INC. Deanna's focus is on helping individuals, corporations, and institutions achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
FL
11/18/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/29/2015 - 02/12/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 02/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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