Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Maemarie Deakins is a financial advisor with Cetera Investment Advisers LLC, located in Encino, California. Joni has been in the financial industry since 2008, and has a wide range of experience in providing financial advice. She holds several industry licenses, including the Series 6, Series 63 and Series 65 licenses, as well as the SIE exam. Joni specializes in working with individuals and families, corporations and other businesses, and charitable organizations.
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
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 05/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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