Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debora? Claim Your ProfileDebora Potter is a financial advisor with over 20 years of experience in the industry. Debora is currently registered with Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., SCF Securities, Inc., and Sorrento Pacific Financial, LLC. Debora is also registered with Cadaret, Grant & CO., Inc. in New York. Debora has a strong background in financial planning and portfolio management. Debora provides advisory services to individuals, businesses, and pension plans.
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
CA
09/15/2022 - Present
Western International Securities, Inc. (PASADENA CA)
NY
07/03/2006 - 06/09/2021
M&T SECURITIES, INC. (Rochester NY)
NY
07/05/2002 - 07/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 09/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/2002
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 06/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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