Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Ann Peri is a Certified Financial Planner with over 20 years of experience in the financial services industry. Deborah has a proven track record of success in providing comprehensive financial planning and investment management services to a diverse range of clients, including individuals, families, trusts, and retirement plans. Deborah is currently registered with Team Hewins, LLC, and is also licensed in California. Previously, she worked at Wells Fargo Investments, LLC, and Securities America, Inc. Deborah's expertise includes financial planning, investment management, and retirement planning. She is passionate about helping her clients achieve their financial goals and build a secure future.
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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CA
07/03/2024 - Present
Team Hewins, LLC (REDWOOD CITY CA)
CA
06/24/2002 - 03/09/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NE
09/25/2001 - 07/23/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 12/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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