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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 Like is an Investment Advisor Representative with Raymond James & Associates, Inc. Deanna has been in the industry since November 2001. Prior to joining Raymond James, Deanna worked for Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc. in Portland, Oregon. Deanna specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Deanna is also a registered Investment Advisor Representative in Texas and Washington.
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.
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.
Please see note in schedule d - miscellaneous
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
WA
03/31/2021 - Present
Raymond James & Associates, Inc. (Vancouver WA)
WA
03/09/2007 - 04/09/2021
WELLS FARGO CLEARING SERVICES, LLC (VANCOUVER WA)
OR
08/12/2006 - 03/21/2007
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
11/14/2001 - 08/12/2006
PIPER JAFFRAY & CO. (PORTLAND OR)
BOTH
Issued 12/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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