Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Gottlick is a registered investment advisor with Wells Fargo Clearing Services, LLC. Deborah Gottlick is also licensed to provide investment advice in Maryland and Texas. Deborah Gottlick has been in the securities industry since June 2014. Deborah Gottlick has held past registrations with Wells Fargo Clearing Services, LLC. Deborah Gottlick offers investment advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Deborah Gottlick also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
01/05/2024 - Present
Wells Fargo Clearing Services, LLC (COCKEYSVILLE MD)
MD
12/20/2019 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (ELDERSBURG MD)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Deborah Gottlick is the right advisor for you? Invested Better is here to help.
