Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Spear is a financial advisor with Cambridge Investment Research Advisors, Inc. Deanna has been in the financial services industry since 2001. Deanna is registered with FINRA as a Registered Representative and with the state of Ohio as an Investment Advisor Representative. Deanna is licensed to provide securities and investment advisory services in Ohio and Texas. Deanna's previous employers include WELLS FARGO CLEARING SERVICES, LLC and ROYAL ALLIANCE ASSOCIATES, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
07/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Beachwood OH)
OH
08/10/2010 - 07/10/2019
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
OH
06/12/2001 - 03/03/2010
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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