Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbi? Claim Your ProfileDebbi Wertheim is a financial advisor with over 20 years of experience in the industry. Debbi is a registered representative and investment advisor representative with M Holdings Securities, Inc. Debbi has a wide range of experience in wealth management and estate planning. Debbi is a Series 7, Series 24, Series 52TO, Series 53, and Series 63 licensed professional. Debbi has worked for various firms, including InvestEC Ernst & Company, The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. Debbi provides financial planning, pension consulting, educational seminars, selection of other advisors, 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.
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2
NJ
09/02/2021 - Present
M Holdings Securities, Inc. (Morristown NJ)
NJ
12/02/2004 - 05/21/2021
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
DE
10/04/2004 - 12/06/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/06/2002 - 12/31/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
IN
10/02/2001 - 10/10/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/02/2001 - 10/10/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2005
Series 24 - General Securities 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 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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