Unclaimed
Deanna Lynn Hoyt is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tacoma, Washington. Deanna has been in the financial services industry since 1999, and has experience in various roles at different firms, including UBS Financial Services Inc., Citigroup Global Markets Inc., and Prudential Securities Incorporated. Deanna is registered to provide investment advice in Washington and Oregon. Deanna is committed to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Tacoma WA)
WA
10/04/2019 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
03/08/2004 - 07/16/2019
UBS FINANCIAL SERVICES INC. (TACOMA WA)
NY
02/28/2002 - 01/08/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/12/2001 - 02/21/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WA
04/30/1999 - 01/23/2001
SAFECO SECURITIES, INC. (BELLEVUE WA)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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