Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deepa? Claim Your ProfileDeepa Gibbons is a financial advisor with over 20 years of experience in the industry. Deepa is currently registered with Osaic Wealth, Inc. and has held previous roles at several other firms including Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Transamerica Financial Advisors, Inc, IBN Financial Services, Inc., Traderfield Securities Inc., HSBC Securities (USA) Inc., American Portfolios Financial Services, Inc., Park Avenue Securities LLC, Gunnallen Financial, Inc, and MML Investors Services, Inc. Deepa holds a Series 7, Series 6, Series 63, and Series 65 license as well as the SIE. Deepa specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and retirement 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.
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.
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AZ
09/27/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
09/28/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
09/27/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/27/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
02/07/2022 - 09/26/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
NY
03/31/2021 - 01/21/2022
IBN FINANCIAL SERVICES, INC. (Massapequa NY)
NY
07/28/2020 - 09/25/2020
TRADERFIELD SECURITIES INC. (Massapequa NY)
NY
02/15/2016 - 08/14/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
02/18/2013 - 04/21/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
08/28/2007 - 12/31/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
01/30/2007 - 08/13/2007
PARK AVENUE SECURITIES LLC (GARDEN CITY NY)
NY
03/16/2006 - 07/14/2006
GUNNALLEN FINANCIAL, INC (WESTBURY NY)
NY
06/10/2005 - 03/03/2006
PARK AVENUE SECURITIES LLC (MELVILLE NY)
NY
06/23/2004 - 02/25/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
07/01/2003 - 02/27/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MO
06/07/2000 - 03/01/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
05/18/1998 - 04/08/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 3/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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