Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanne? Claim Your ProfileDeanne Lee Sturm is a financial advisor with over 30 years of experience in the financial services industry. She currently works as a financial advisor at Robert W. Baird & Co. Inc. in Pittsburgh - Wexford, Pennsylvania. Prior to joining Robert W. Baird & Co. Inc., Deanne Lee Sturm was a financial advisor at HEFREN-TILLOTSON, INC., JANNEY MONTGOMERY SCOTT LLC and PARKER/HUNTER INCORPORATED. Deanne Lee Sturm holds the following licenses and certifications: Series 63, Series 24, SIE, and Series 7. Deanne Lee Sturm is also registered with the state of Pennsylvania.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
03/07/2006 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
06/25/2005 - 08/18/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
05/25/1988 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BC
Issued 09/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Deanne Sturm is the right advisor for you? Invested Better is here to help.
