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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Arnold-frady has been in the financial services industry since 1997. Deanna is a registered representative with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Deanna provides financial advice to individuals, families, and businesses. Deanna specializes in a range of financial planning services, including retirement planning, investment management, and insurance planning. Deanna is committed to helping her clients achieve their financial goals. Deanna has held various positions at different firms throughout her career, including KMS Financial Services, Inc., U.S. BANCORP INVESTMENTS, INC., SYMETRA INVESTMENT SERVICES, INC., CUSO FINANCIAL SERVICES, L.P., and FINANCIAL NETWORK INVESTMENT CORPORATION. Deanna has a strong track record of success and a deep understanding of the financial markets. Deanna is also a member of several industry organizations, including the Financial Industry Regulatory Authority (FINRA).
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.
Consulting and other non-discretionary advisory services
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
WA
07/26/2024 - Present
LPL Financial LLC (UNIVERSITY PLACE WA)
WA
03/25/2021 - 06/18/2021
U.S. BANCORP INVESTMENTS, INC. (SEATTLE WA)
WA
04/30/2010 - 10/15/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
08/08/2007 - 04/16/2010
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
OR
01/25/2006 - 07/17/2007
CUSO FINANCIAL SERVICES, L.P. (EUGENE OR)
CA
07/11/2005 - 01/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
09/24/1996 - 06/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 01/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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