Unclaimed
Deepa Gibbons is a financial advisor with Osaic Wealth, Inc. Deepa has over 20 years of experience in the financial services industry and holds both Series 7 and Series 63 licenses. Deepa Gibbons is registered to provide advisory services in New Jersey and New York. Deepa also holds Series 6 and Series 65 licenses. Deepa is committed to helping clients reach their financial goals. Deepa Gibbons provides a range of financial services, including financial planning, portfolio management, and pension consulting. Deepa Gibbons also offers educational seminars to help clients learn more about financial planning.
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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2
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 03/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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