Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Michelle Williamson is a financial advisor with J. W. Cole Advisors, Inc. Deanna Michelle Williamson has been in the financial services industry for 21 years and is registered to provide investment advice in California, Idaho, New Mexico, Oregon, and Washington. Deanna Michelle Williamson also offers financial planning services to individuals and businesses. Deanna Michelle Williamson is based in Tampa, Florida, and works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/05/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
08/03/2010 - 09/04/2012
INDEPENDENT FINANCIAL GROUP, LLC (OCEANSIDE CA)
CA
09/02/2005 - 08/12/2010
LPL FINANCIAL CORPORATION (OCEANSIDE CA)
NY
07/30/2001 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Deanna Williamson is the right advisor for you? Invested Better is here to help.
