Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Patrick is a financial advisor with Edward Jones. Deanna has been in the financial services industry since 2004 and has experience with a variety of firms including Wesbanco Securities, PNC Investments, NatCity Investments, CCO Investment Services Corp., and Charter One Securities. Deanna specializes in retirement planning, insurance and estate planning. Deanna is dedicated to helping her clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
OH
05/01/2024 - Present
Edward Jones (IRONTON OH)
OH
06/21/2012 - 05/19/2016
WESBANCO SECURITIES, INC. (IRONTON OH)
KY
11/13/2009 - 06/19/2012
PNC INVESTMENTS (ASHLAND KY)
OH
02/24/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (CHESAPEAKE OH)
OH
12/01/2005 - 02/16/2006
CCO INVESTMENT SERVICES CORP. (PORTSMOUTH OH)
OH
09/21/2004 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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