Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deonna? Claim Your ProfileDeonna K. Osborn is a registered investment advisor representative with Cetera Investment Advisers LLC in Garland, TX. Deonna has been in the financial industry since 2004. Deonna is also a CPA and has been in practice since 2010. Deonna is also an insurance agent and has been licensed since 2003. Deonna has extensive experience in the financial services industry and is dedicated to providing her clients with personalized financial advice.
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.
1
2
TX
02/21/2024 - Present
Cetera Investment Advisers LLC (GARLAND TX)
TX
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GARLAND TX)
TX
01/23/2006 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (GARLAND TX)
TX
10/31/2005 - 01/27/2006
AIG FINANCIAL ADVISORS, INC. (GARLAND TX)
AZ
02/10/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Deonna Osborn is the right advisor for you? Invested Better is here to help.
