Deyka Charneco

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Canton, GA 30115

Credentials

Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner

Demographic focus

Hispanic/Latino/Latinx

Work history

Edward Jones

2023 - Present (3 years)

Unemployed

2020 - 2022 (2 years)

4:12 Center

2019 - 2020 (1 year)

Unemployed

2018 - 2019 (1 year)

Biome Soaps, LLC

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke M

CFP®

Cumming, GA

Greenway Financial Planning, LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)

Luciano T

Series 66

Alpharetta, GA

Fidelity

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals. Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Wealth management Passive / index investing Active portfolio management

Cody W

CFP®, Series 63, Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance

Jeremy S

Series 66

Alpharetta, GA

Edward Jones

Exec comp design Startup equity planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Executive

Philip D

Series 66

Alpharetta, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management

Zachary P

Series 66

Holly Springs, GA

Fidelity

Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Wealth management Passive / index investing
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