Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Silva is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Deborah has over 26 years of experience in the financial services industry and is licensed to provide investment advice in California and Texas. Deborah is a Series 6, 7, 24, 63, and 65 licensed professional. Deborah’s previous experience includes positions at Wedbush Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MBSC Securities Corporation, Mellon Funds Distributor, L.P., Signator Investors, Inc., A. G. Edwards & Sons, Inc., Liberty Securities Corporation, and Colonial Investment Services, Inc. Deborah holds a SIE and has experience in investment management for individuals and businesses, as well as financial planning. Deborah is also a sole proprietor who creates handmade bags and purses.
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.
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
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
CA
08/10/2021 - 06/17/2022
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
01/31/2011 - 08/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARINA DEL REY CA)
MA
07/02/2007 - 02/04/2009
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
06/20/2007 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
MA
05/27/1999 - 03/30/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MO
04/24/1998 - 06/11/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/23/1987 - 10/10/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/06/1984 - 05/20/1987
COLONIAL INVESTMENT SERVICES, INC.
IA
Issued 04/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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