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DC

Deanna M. Collier

INVESTIFI SECURITIES LLC
Palmetto, FL
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CRD#: 3025488
DC

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 professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Deanna Marie-Cantrell Collier | Deanna Collier | Deanna Marie-Cantrell Eichenmiller | Deanna Mc Eichenmiller

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.

Blog Corner


CRS (Client Relationship Summary) - BD


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 6, 2024 - Present

INVESTIFI SECURITIES LLC

Office #2: 136 4th Street N Suite 201, St Petersburg, FL 33701
BD
CRD#: 289604
Palmetto, FL
Past

September 14, 2022 - August 28, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

April 24, 2017 - February 20, 2019

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
MCLEAN, VA
Past

March 24, 2014 - June 1, 2015

FIRST CLEARING, LLC

BD
CRD#: 17344
ST. LOUIS, MO
Past

May 17, 2012 - February 3, 2014

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MCLEAN, VA
Past

March 31, 2004 - July 25, 2011

FIRST CLEARING, LLC

BD
CRD#: 17344
ST. LOUIS, MO

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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


State Security Law Exam
RR
Series 63
Date: 10/28/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
U+1FA99 LLCSOLE MEMBER
COLLIER, DEANNA MARIE-CANTRELLCEO / CCO3025488
PINKSTON, CRAIG WYLIESR DIRECTOR COMPLIANCE & RISK MANAGEMENT2886020
STEPHENSON, PETER MARSHALLSR DIRECTOR CENTRALIZED SUPERVISION2869542
WAGSTAFF, CONNER FREDFINOP1427591

Red Flags


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.

Company Information


INVESTIFI SECURITIES LLC

CRD#: 289604Palmetto, FL

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