Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbie? Claim Your ProfileDebbie Leemckenna Cavanaugh is an investment advisor representative with Centaurus Financial, Inc., a firm that has been in business for over 40 years. Debbie has been in the financial industry since 1984 and has held various positions at firms such as Independent Financial Group, LLC and Securities America, Inc. Debbie holds the Series 6, 7, 24, 26, 27, 63 and 65 licenses. Debbie provides a range of services, including financial planning, pension consulting, educational seminars, market timing services, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.
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
MT
02/07/2020 - Present
Centaurus Financial, Inc. (KALISPELL MT)
CA
11/04/2013 - 02/05/2020
INDEPENDENT FINANCIAL GROUP, LLC (COTO DE CAZA CA)
CA
04/11/1997 - 11/06/2013
SECURITIES AMERICA, INC. (COTA DE CAZA CA)
FL
04/12/1995 - 04/10/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CA
12/22/1992 - 10/09/1995
APOGEE FINANCIAL GROUP (LAGUNA HILLS CA)
MA
12/11/1990 - 12/16/1992
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NA
03/27/1989 - 01/28/1991
GAF FINANCIAL AND INSURANCE SERVICES
NA
09/21/1987 - 01/22/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
02/25/1987 - 09/22/1987
INA SECURITY CORPORATION
NA
06/18/1984 - 02/03/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
10/15/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/13/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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