Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Loepker is a financial advisor with over 24 years of experience in the financial services industry. Deanna is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Deanna has held previous positions with Lasalle St Securities, L.L.C., Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Deanna is a Series 63, 66, 7, 8, 9, 10, and SIE licensed professional. Deanna is a dedicated financial professional who provides personalized financial planning and investment advice to individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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
MO
01/30/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
IL
01/15/2015 - 10/27/2017
LASALLE ST SECURITIES, L.L.C. (CARROLLTON IL)
IL
07/09/2013 - 02/06/2014
MORGAN STANLEY (SHILOH IL)
MO
03/05/2009 - 06/03/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
01/01/2008 - 03/16/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
09/24/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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