Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debora? Claim Your ProfileDebora Summers is a financial advisor with over 20 years of experience in the industry. Debora is currently registered with LPL Financial LLC, a large independent broker-dealer with over $463 billion in assets under management. Debora has previously worked with CETERA Advisor Networks LLC, Summit Brokerage Services, Inc., Kovack Securities Inc., and Park Avenue Securities LLC. Debora is a licensed securities agent with Series 6 and Series 63 licenses and the SIE. Debora's areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting. Debora is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
06/10/2021 - Present
LPL Financial LLC (DURHAM NC)
NC
09/20/2019 - 06/15/2021
CETERA ADVISOR NETWORKS LLC (DURHAM NC)
NC
08/23/2012 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (DURHAM NC)
NC
07/06/2007 - 06/12/2012
KOVACK SECURITIES INC. (CARY NC)
NC
11/30/2000 - 07/13/2007
PARK AVENUE SECURITIES LLC (DURHAM NC)
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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