Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Rose Coglianese is an investment advisor representative at Ae Wealth Management, LLC, where she has been employed since July 2021. Deanna is also registered as an investment advisor representative in Iowa and Kansas. Deanna has a background in financial services and has worked for several firms in the industry, including Securities America, Inc., TD Ameritrade, Inc. and Thrivent Investment Management Inc. Deanna is a licensed investment advisor representative and is committed to providing her clients with personalized financial advice. Deanna's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management. 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.
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.
1
2
KS
08/29/2022 - Present
AE Wealth Management, LLC (Topeka KS)
NE
06/02/2022 - 07/18/2022
SECURITIES AMERICA, INC. (OMAHA NE)
KS
07/30/2021 - 04/14/2022
AE FINANCIAL SERVICES, LLC (TOPEKA KS)
GA
04/08/2021 - 06/23/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
10/08/2020 - 06/23/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/08/2020 - 06/23/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/08/2020 - 06/23/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/08/2020 - 06/23/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
08/30/2018 - 06/23/2021
SECURITIES AMERICA, INC. (Omaha NE)
NE
07/03/2017 - 08/02/2018
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
03/23/2017 - 06/12/2017
TD AMERITRADE, INC. (OMAHA NE)
NE
05/08/2007 - 04/09/2008
QA3 FINANCIAL CORP. (OMAHA NE)
NE
03/07/2007 - 05/04/2007
TD AMERITRADE, INC. (BELLEVUE NE)
NE
11/15/2006 - 02/26/2007
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
NE
09/05/2006 - 10/04/2006
AXA ADVISORS, LLC (OMAHA NE)
NE
04/22/2006 - 08/11/2006
TD AMERITRADE, INC. (OMAHA NE)
NE
05/20/2005 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 09/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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