Unclaimed
Deanna Strella is a financial advisor with over 30 years of experience in the industry. Deanna is currently registered with Osaic FS, Inc. in Wichita, Kansas and holds licenses for Series 6, SIE and Series 63. Deanna has previously worked with Windward Securities Corporation, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Deanna offers a range of services including portfolio management for individuals and businesses, financial planning and retirement plan consulting. Deanna specializes in serving individual clients, high net worth individuals, corporations and pension and profit-sharing plans.
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.
Retirement plan consulting services provided on limited basis.
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
KS
07/11/2006 - Present
Osaic FS, Inc. (WICHITA KS)
KS
01/18/2006 - 07/25/2006
WINDWARD SECURITIES CORPORATION (WICHITA KS)
NY
12/16/1987 - 01/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/16/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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