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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Pelletier is an Investment Advisor Representative at Asset Allocation Strategies, LLC. Deanna is registered with the state of Florida. Deanna has a Series 65 license and offers financial planning, educational seminars, and selection of other advisers. Deanna also manages portfolios for businesses and individuals. Deanna is also an Insurance Agent for ValuTeachers, where she sells fixed and indexed annuity products.
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.
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.
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FL
02/20/2024 - Present
Asset Allocation Strategies, LLC (Pompano Beach FL)
IA
Issued 01/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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