Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Palmer is a financial professional with over 28 years of experience in the industry. Deborah has been with U.S. Capital Wealth Advisors, LLC since June 2021, serving as Head of Operations and Senior Managing Director. Deborah is a registered representative and investment advisor representative in Texas. Previously, Deborah held a similar position at USCA Securities LLC in Houston, Texas. Deborah holds a Series 7, Series 9, Series 10, and Series 63 licenses and has passed the SIE and Series 99TO exams.
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.
A percentage of the total value of assets under management is charged.
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TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
08/03/1993 - 08/24/2010
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BC
Issued 08/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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