Deana S. Anderson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Deana Sue Anderson, who also goes by Deana Sue Green, Deana Sue Wightman, was a registered financial professional .
Deana is a previously registered financial professional and started their career in finance in 1998. Deana had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 14, 2017 - May 7, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
May 16, 2013 - May 7, 2021
BBVA SECURITIES INC.
April 29, 2004 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
December 7, 2000 - March 12, 2004
COASTALBANC FINANCIAL CORPORATION
April 9, 1998 - May 13, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
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.
