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 Speyer is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with more than 14,000 licensed agents and over $558 billion in assets under management. Deborah has been working in the financial industry since 2012 and has a strong track record of helping clients achieve their financial goals. Deborah has earned the Series 99 and SIE licenses, demonstrating her commitment to staying up-to-date on the latest industry regulations and practices. Prior to joining Wells Fargo Clearing Services, LLC, Deborah worked at several other prominent financial institutions, including BOFA Securities, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BARCLAYS CAPITAL INC., and MORGAN STANLEY.
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.
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2
MO
02/14/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
08/20/2021 - 02/17/2022
BOFA SECURITIES, INC. (NEW YORK NY)
NY
10/19/2018 - 02/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/10/2018 - 09/27/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/16/2012 - 01/06/2017
MORGAN STANLEY (PURCHASE NY)
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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