Unclaimed
Debora Collins is a financial advisor with over 30 years of experience in the industry. Debora has worked for several firms during her career, including MetLife Securities Inc., Metropolitan Life Insurance Company, Symetra Investment Services, Inc., KMS Financial Services, Inc., and PNMR Securities, Inc. Debora is currently registered with Cambridge Investment Research Advisors, Inc. in both Washington and Idaho. Debora provides financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
01/02/2015 - Present
Cambridge Investment Research Advisors, Inc. (SPOKANE WA)
WA
10/03/2006 - 12/31/2014
METLIFE SECURITIES INC. (SPOKANE WA)
WA
10/03/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SPOKANE WA)
WA
11/08/2000 - 10/10/2006
SYMETRA INVESTMENT SERVICES, INC. (SPOKANE WA)
WA
12/23/1997 - 11/09/2000
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
03/25/1992 - 12/23/1997
PNMR SECURITIES, INC. (BOSTON MA)
NJ
06/11/1985 - 02/11/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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