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 Wagley is a financial advisor with Newedge Advisors. Deborah has been in the industry since 2006 and is registered in Arkansas, Colorado, District of Columbia, Louisiana, Maryland, Missouri, and Texas. Deborah has held previous positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CAPITAL ONE INVESTMENT SERVICES LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Deborah is also a registered investment advisor with Newedge Advisors.
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.
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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2
LA
03/02/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
03/20/2015 - 02/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
LA
10/07/2014 - 01/20/2015
CAPITAL ONE INVESTMENT SERVICES LLC (Bossier City LA)
LA
10/01/2012 - 10/09/2014
J.P. MORGAN SECURITIES LLC (SHREVEPORT LA)
LA
11/17/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHREVEPORT LA)
BOTH
Issued 06/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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