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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deonna? Claim Your ProfileDeonna Osborn is an investment advisor representative registered with Cetera Investment Advisers LLC and has been in the industry since February 9, 2004. Deonna has experience with Summit Brokerage Services, Inc., VSR Financial Services, Inc., AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Deonna Osborn holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Deonna Osborn is currently registered in Colorado, Louisiana, New Mexico, Oklahoma, and Texas for securities and Texas for investment advisory services. Deonna is also a licensed insurance agent.
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
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 2/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/7/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 2/9/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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