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 Holmes is an investment advisor representative. Deanna has been in the industry for 23 years. Deanna has registrations with the state of Missouri and Arkansas. Deanna works for First Heartland Consultants, Inc., a firm that specializes in financial planning and investment management. The firm serves a variety of clients, including individuals, corporations, charitable organizations, and pension plans. Deanna's specializations include retirement planning, college savings, estate planning, and insurance planning.
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.
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.
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2
MO
02/16/2023 - Present
First Heartland Consultants, Inc. (SPRINGFIELD MO)
MO
10/01/2004 - 02/04/2019
USA FINANCIAL SECURITIES CORPORATION (SPRINGFIELD MO)
MN
01/06/2003 - 10/05/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
NE
08/12/2002 - 10/29/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
CO
06/23/2000 - 08/07/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
TX
08/02/1999 - 03/10/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 05/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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