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 Tucker is an investment advisor representative with over 14 years of experience in the financial services industry. She has been registered with U.S. Bancorp Investments, Inc. since January 2018 and previously worked at Geneos Wealth Management, Inc. Deanna Lynn Tucker holds licenses in Oregon and has passed the Series 7, Series 24, Series 52TO, Series 53 and Series 66 exams. Her areas of expertise include financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals. Deanna Lynn Tucker's clients include high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
01/11/2018 - Present
U.s. Bancorp Investments, Inc. (Gresham OR)
OR
08/04/2009 - 01/02/2018
GENEOS WEALTH MANAGEMENT, INC. (PORTLAND OR)
BOTH
Issued 02/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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