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Deanna Marie-cantrell Collier

INVESTIFI SECURITIES
Palmetto, FL
·CRD# 3025488·22 years experience

Professional Summary

Deanna Marie-cantrell Collier, who also goes by Deanna Marie-cantrell Collier, Deanna Collier, Deanna Marie-cantrell Eichenmiller, Deanna Mc Eichenmiller, is a registered financial advisor currently at INVESTIFI SECURITIES LLC located in Palmetto, Florida. Deanna is registered as a RR (Registered Representative) and started their career in finance in 2004. Deanna has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Deanna Marie-Cantrell Collier, Deanna Collier, Deanna Marie-Cantrell Eichenmiller, Deanna Mc Eichenmiller

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

INVESTIFI SECURITIES LLC·CRD# 289604
BD
1. Palmetto, FL2. 136 4th Street N Suite 201, St Petersburg, FL 33701
September 6, 2024 - Present
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
St. Petersburg, FL
September 14, 2022 - August 28, 2024
CAPITAL ONE INVESTING, LLC·CRD# 45744
BD
Mclean, VA
April 24, 2017 - February 20, 2019
FIRST CLEARING, LLC·CRD# 17344
BD
St. Louis, MO
March 24, 2014 - June 1, 2015
CAPITAL ONE INVESTMENT SERVICES LLC·CRD# 25658
BD
Mclean, VA
May 17, 2012 - February 3, 2014
FIRST CLEARING, LLC·CRD# 17344
BD
St. Louis, MO
March 31, 2004 - July 25, 2011

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Current Firm

IS
INVESTIFI SECURITIES LLC

CDS1 SECURITIES LLC | TOKEN FOUNDRY SECURITIES LLC | KOMODO SECURITIES LLC | INVESTIFI SECURITIES LLC | CONSENSYS DIGITAL SECURITIES LLC

CRD#: 289604 / SEC#: 8-70002
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

136 4th Street North Suite 201, St Petersburg, FL 33701

Mailing Address

136 4th Street North Suite 201, St Petersburg, FL 33701

Phone Number

(888) 255-2740

Established

New York since 07/13/2017

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
U+1FA99 LLCSOLE MEMBER—
COLLIER, DEANNA MARIE-CANTRELLCEO HEAD OF WEALTH MANAGEMENT3025488
PINKSTON, CRAIG WYLIECHIEF COMPLIANCE OFFICER2886020
STEPHENSON, PETER MARSHALLSR DIRECTOR CENTRALIZED SUPERVISION2869542
WAGSTAFF, CONNER FREDFINOP1427591

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(10/28/2024)
RR
Alaska
(10/28/2024)
RR
Arizona
(9/13/2024)
RR
Arkansas
(10/28/2024)
RR
California
(10/28/2024)
RR
Colorado
(9/6/2024)
RR
Connecticut
(9/9/2024)
RR
Delaware
(10/28/2024)
RR
District of Columbia
(9/6/2024)
RR
Florida
(9/6/2024)
RR
Georgia
(10/28/2024)
RR
Hawaii
(10/28/2024)
RR
Idaho
(9/10/2024)
RR
Illinois
(11/21/2024)
RR
Indiana
(10/28/2024)
RR
Iowa
(10/28/2024)
RR
Kansas
(10/28/2024)
RR
Kentucky
(10/28/2024)
RR
Louisiana
(9/6/2024)
RR
Maine
(9/18/2024)
RR
Maryland
(9/6/2024)
RR
Massachusetts
(10/31/2024)
RR
Michigan
(10/28/2024)
RR
Minnesota
(10/28/2024)
RR
Mississippi
(10/28/2024)
RR
Missouri
(10/30/2024)
RR
Montana
(10/28/2024)
RR
Nebraska
(10/28/2024)
RR
Nevada
(10/28/2024)
RR
New Hampshire
(10/28/2024)
RR
New Jersey
(10/28/2024)
RR
New Mexico
(10/28/2024)
RR
New York
(10/28/2024)
RR
North Carolina
(10/28/2024)
RR
North Dakota
(10/28/2024)
RR
Ohio
(9/6/2024)
RR
Oklahoma
(10/28/2024)
RR
Oregon
(10/28/2024)
RR
Pennsylvania
(10/28/2024)
RR
Puerto Rico
(9/30/2024)
RR
Rhode Island
(10/28/2024)
RR
South Carolina
(10/28/2024)
RR
South Dakota
(10/28/2024)
RR
Tennessee
(10/28/2024)
RR
Texas
(10/28/2024)
RR
Utah
(10/28/2024)
RR
Vermont
(10/28/2024)
RR
Virgin Islands
(10/28/2024)
RR
Virginia
(10/28/2024)
RR
Washington
(10/28/2024)
RR
West Virginia
(10/28/2024)
RR
Wisconsin
(10/28/2024)
RR
Wyoming
(10/28/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2024About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2004About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2024About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Deanna Marie-cantrell Collier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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