Unclaimed
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 registered investment advisor representative. Debalina has been in the financial services industry since 2001 and has worked with a variety of firms including Concorde Investment Services, LLC, LPL Financial LLC, Cambridge Investment Research, Inc., World Group Securities, Inc. and WMA Securities, Inc. Debalina holds several industry licenses including Series 6, 7, 24, 26, 52TO, 53, 63, and 66. Debalina currently works for Cetera Investment Advisers LLC. Cetera Investment Advisers LLC offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
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 03/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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