Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Deakins is a financial advisor at Cetera Investment Advisers LLC. Joni has been in the industry since 2008 and has been registered with Cetera Investment Advisers LLC since 2023. Previously, Joni was registered with LPL Financial LLC, Transamerica Financial Advisors, Inc, and World Group Securities, Inc. Joni has a Series 6, Series 63, and Series 65 license. Joni is a financial advisor in California and Texas.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (Encino CA)
CA
12/17/2013 - 12/13/2022
LPL FINANCIAL LLC (ENCINO CA)
CA
01/06/2012 - 12/18/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SHERMAN OAKS CA)
CA
07/23/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WOODLAND HILLS CA)
IA
Issued 5/4/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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