Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Collins is a registered representative with First Citizens Investor Services, Inc. Deborah is a licensed securities professional with over 20 years of experience. Deborah has passed several securities licensing exams, including Series 7, Series 6, Series 63, and the SIE Exam. She is located in the Greenville, North Carolina office of First Citizens Investor Services, Inc. Deborah has previously worked with UVEST Investment Services in Charlotte, NC.
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.
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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NC
05/31/2024 - Present
First Citizens Investor Services, Inc. (Greenville NC)
NC
04/16/1998 - 09/07/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (FAYETTEVILLE NC)
NC
12/10/1997 - 07/29/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
BC
Issued 06/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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