Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Falbo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in Scottsdale, Arizona and other locations. Deanna has been in the industry since October 1, 2017 and holds Series 66, SIE, and Series 7 licenses. Deanna has experience working with a variety of clients, including corporations or other businesses, high-net-worth individuals, and charitable organizations. Deanna's current registrations include California, Colorado, and Texas. Deanna's previous work experience includes roles at New York Pizza Department, Arizona State University, Phoenicia Cafe, Postino Annex, and Chompie's. Deanna's professional experience includes the ability to provide portfolio management services to individuals and businesses and the ability to select other advisors on behalf of clients. Deanna provides educational seminars, pension consulting, and performance measurement reports, allocation modeling, IPS, research reports and services as part of the services offered to clients.
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
AZ
04/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
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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