Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deirdre? Claim Your ProfileDeirdre Marie Kochanski is a financial advisor with over 20 years of experience in the industry. Deirdre currently works at Wellspring Financial Partners in Tucson, Arizona. Deirdre holds Series 7, 24, 63, and 65 licenses. Deirdre has worked at several financial institutions, including Sunbelt Securities, Inc., Evolve Securities, Inc., and Mid Atlantic Capital Corporation. Deirdre's professional experience spans across various regions, including Houston, Texas; Tucson, Arizona; and Sacramento, California. Deirdre's specializations include Financial Planning, Pension Consulting, and Portfolio Management for Individuals.
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.
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.
1
2
AZ
09/21/2011 - Present
Wellspring Financial Partners (TUCSON AZ)
TX
04/06/2011 - 08/01/2011
SUNBELT SECURITIES, INC. (HOUSTON TX)
AZ
09/14/2006 - 12/31/2010
EVOLVE SECURITIES, INC. (TUCSON AZ)
AZ
05/03/2004 - 09/14/2006
MID ATLANTIC CAPITAL CORPORATION (TUSCON AZ)
CA
06/09/1998 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
MN
06/02/1997 - 06/26/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
03/14/1996 - 05/14/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MO
11/15/1994 - 01/01/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Deirdre Kochanski is the right advisor for you? Invested Better is here to help.
