Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Myer is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a large investment firm with a strong track record in the financial services industry. Deanna has been in the financial services industry since 1983 and has a proven track record of providing financial advice to a wide range of clients. Deanna is a Series 63 and Series 65 licensed representative in many states, including Colorado and Texas, as well as a Series 7 licensed representative. Deanna holds designations and licenses that enable her to advise a variety of clients including high-net-worth individuals, corporations, pension plans, and insurance companies. Deanna Myer's financial advisory practice is based in Greenwood Village, Colorado.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CO
01/11/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWOOD VILLAGE CO)
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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