Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Lynn Gephart has been in the financial services industry since 1987. She is a Certified Financial Planner and has her Series 7, 63 and 65 licenses. Deanna has worked with Private Advisor Group, LLC since 2014. Before that, she held positions at Comprehensive Asset Management and Servicing, Inc., Wells Fargo Advisors Financial Network, LLC, GWFS Equities, Inc., Wachovia Securities Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, Essex National Securities, Inc. and Alex. Brown & Sons Incorporated. Deanna's areas of expertise include: Financial Planning, Portfolio Management, Pension Consulting, Education Seminars, and Solicitation/Referral.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/27/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
03/29/2011 - 11/05/2014
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WILLIAMSPORT PA)
PA
04/07/2006 - 03/21/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLIAMSPORT PA)
CO
09/02/2004 - 03/30/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MO
11/30/2001 - 08/11/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
07/18/1994 - 12/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/01/1993 - 07/15/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
CA
12/02/1992 - 12/10/1992
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
01/21/1987 - 11/03/1992
ALEX. BROWN & SONS INCORPORATED
IA
Issued 09/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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