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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deidra? Claim Your ProfileDeidra Geraghty is a financial advisor who has been in the industry since 2010. She is registered with UBS Financial Services Inc. and is licensed to operate in California, Arizona, Colorado, Connecticut, Florida, Hawaii, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Montana, New York, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Washington, and Wisconsin. Deidra Geraghty has a strong track record in providing financial advice to individuals, businesses, and institutions. She specializes in a wide range of financial services, including financial planning, portfolio management, and investment advice. Deidra Geraghty is dedicated to helping her clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
CA
05/25/2010 - Present
UBS Financial Services Inc. (PALO ALTO CA)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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