Unclaimed
Debora Marie Stranman is a financial advisor registered with NFP Retirement Inc. Debora Marie Stranman has been in the financial industry for over 18 years. Debora Marie Stranman is licensed in California and Ohio. Debora Marie Stranman has held previous roles with INDEPENDENT FINANCIAL GROUP, LLC, FINANCIAL TELESIS INC, M HOLDINGS SECURITIES, INC., and WMA SECURITIES, INC. Debora Marie Stranman's areas of specialization include retirement planning, financial planning, and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
OH
01/06/2021 - Present
NFP Retirement Inc. (Cleveland OH)
OH
09/03/2014 - 01/05/2021
INDEPENDENT FINANCIAL GROUP, LLC (Cleveland OH)
OH
08/20/2013 - 07/23/2014
FINANCIAL TELESIS INC (BEECHWOOD OH)
OH
06/06/2002 - 06/28/2013
M HOLDINGS SECURITIES, INC. (INDEPENDENCE OH)
GA
07/25/2000 - 05/24/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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