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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 Morell is an investment advisor with Commonwealth Financial Network. Deanna has been in the financial services industry since 1998. Deanna is registered with the state of New York and North Carolina. Deanna is also a Certified Financial Planner. Deanna specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Commonwealth Financial Network is a Registered Investment Adviser and broker-dealer. The firm offers a wide range of financial services, including financial planning, portfolio management, and investment research. Commonwealth Financial Network is committed to providing its clients with the highest level of service and expertise.
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.
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2
NY
05/13/2022 - Present
Commonwealth Financial Network (Palmyra NY)
NY
11/12/2001 - 02/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (NEWARK NY)
MN
11/12/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/12/1998 - 08/28/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1998 - 08/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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