Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Anson Deo is a financial professional with over 40 years of experience in the industry. Lyle is registered with Cetera Investment Advisers LLC in Arizona and Texas and has been in the industry since 1978. Lyle is a Chartered Financial Consultant and has a Series 63, Series 7, and Series 1 licenses. Lyle has also worked with various companies including FIRST FINANCIAL EQUITY CORPORATION, MUTUAL SECURITIES, INC., NEW ENGLAND SECURITIES, INTEGRATED RESOURCES EQUITY CORPORATION, and PEBSCO SECURITIES CORP. Lyle offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Tucson AZ)
AZ
04/12/2016 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Tucson AZ)
AZ
12/03/2013 - 04/12/2016
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
01/03/1978 - 12/09/2013
NEW ENGLAND SECURITIES (TUCSON AZ)
NA
01/20/1988 - 03/01/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/10/1981 - 03/17/1986
PEBSCO SECURITIES CORP.
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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