Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deni? Claim Your ProfileDeni Lynn Patton has been a registered representative in the securities industry since October 27, 1983. Deni is currently registered with Cetera Investment Advisers LLC in Salinas, CA. Deni also has a separate business as the owner of INTEGRATED MANAGEMENT GROUP (IMG) in Salinas, CA. Prior to joining Cetera Investment Advisers LLC, Deni worked at Cetera Advisors LLC in El Segundo, CA. Deni also has prior registrations with IFG NETWORK SECURITIES, INC., PLANNED INVESTMENTS INC., PAINEWEBBER INCORPORATED and TY EBRIGHT & ASSOCIATES, INC. Deni holds FINRA Series 7, Series 24, and Series 63 licenses.
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SALINAS CA)
GA
12/17/1992 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
08/11/1987 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
10/25/1984 - 07/06/1987
PAINEWEBBER INCORPORATED
NA
09/23/1983 - 05/29/1986
TY EBRIGHT & ASSOCIATES, INC.
BC
Issued 1/2/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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