Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial advisor professionals in Independence.
We verify your phone before sharing it — no spam.
Deon David Cleveland is a financial advisor professional located in Independence, IA. They specialize in financial advisory. With over 6 years of experience, they bring deep expertise to every client.
Deon David Cleveland - United Planners' Financial Services Of America A Limited Partner holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Independence, IA? Contact Deon David Cleveland to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Deon David Cleveland - United Planners' Financial Services Of America A Limited Partner will respond directly.
Deon David Cleveland operates as a financial advisor in Independence, Iowa, through United Planners' Financial Services Of America A Limited Partner. With six years in the financial services industry, Cleveland works with clients on financial planning and advisory services. His business is registered with FINRA under CRD number 7052505, which provides regulatory oversight of his activities in the securities and investment advisory space.
A FINRA CRD registration indicates that Deon David Cleveland is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and their representatives. This registration means Cleveland has met FINRA's qualification requirements and is subject to ongoing regulatory oversight and compliance standards. FINRA-registered advisors must adhere to specific rules governing investment advice, client disclosures, and ethical conduct. This registration status signals that Cleveland operates within an established regulatory framework designed to protect investors and maintain market integrity.