Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deon? Claim Your ProfileDeon Therese Frieri is a financial advisor registered with Wells Fargo Clearing Services, LLC. Deon Therese Frieri has been in the financial industry for over 26 years. Deon Therese Frieri has Series 7, Series 9, Series 10, Series 63 and Series 65 licenses and is registered with the state of Illinois and Wisconsin. Deon Therese Frieri is also a registered investment advisor and is licensed to provide financial advice in Arkansas, Illinois, Massachusetts, Utah and Wisconsin. Deon Therese Frieri has experience working with clients in the financial services industry.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
06/24/2024 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
NY
11/13/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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