Unclaimed
Victor Deane is a financial advisor registered with Cetera Investment Advisers LLC. Victor Deane has been in the financial services industry since July 2016. Victor Deane has been with Cetera Investment Advisers LLC since June 2023. Victor Deane previously worked at Voya Financial Advisors, Inc. from May 2020 until June 2021. Victor Deane is licensed to provide financial advice in Pennsylvania. Victor Deane specializes in providing financial planning services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Victor Deane offers a range of financial services including financial planning, pension consulting, portfolio management, and selection of other advisers.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONSHOHOCKEN PA)
PA
05/01/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
PA
04/21/2016 - 10/25/2018
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
PA
03/12/2014 - 06/30/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Victor Deane is the right advisor for you? Invested Better is here to help.