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 is a financial advisor with Cetera Investment Advisers LLC. Deni has been a financial advisor for over 40 years and is registered in 19 states. Deni has a strong track record of helping clients achieve their financial goals. Deni specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Deni's clients appreciate her personalized approach and her commitment to their success.
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 01/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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