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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debalina? Claim Your ProfileDebalina Das is a financial advisor at Cetera Investment Advisers LLC, located in Atlanta, GA. Debalina Das is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Debalina Das has worked with a variety of firms in the past, including Concorde Investment Services, LLC, LPL Financial LLC, Cambridge Investment Research, Inc., World Group Securities, Inc., and WMA Securities, Inc. Debalina Das specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. Debalina Das is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
03/21/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
MI
02/22/2016 - 12/22/2019
CONCORDE INVESTMENT SERVICES, LLC (Livonia MI)
SC
05/08/2014 - 11/20/2015
LPL FINANCIAL LLC (FORT MILL SC)
GA
06/27/2007 - 05/23/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
04/12/2002 - 03/05/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/18/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 3/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/13/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/3/2012
Series 24 - General Securities Principal Examination
BC
Issued 5/3/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2010
Series 7 - General Securities Representative Examination
BC
Issued 3/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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