Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Shepheard is a financial advisor with over 30 years of experience in the financial services industry. Deborah is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Deborah has held a variety of roles within the financial services industry. She is currently registered to provide investment advice in 29 states. Deborah has a wide range of experience, including providing investment advice to individuals, businesses, and institutions. She is committed to providing her clients with personalized financial advice and investment management services that meet their individual needs. Deborah also works with clients on financial planning, retirement planning, and estate planning.
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
DE
05/05/2011 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE DE)
NC
09/22/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
09/24/1987 - 10/02/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 10/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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