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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.
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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.