Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Kerr is a financial advisor with over 20 years of experience in the industry. Deborah is a Certified Financial Planner™ professional and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Deborah works at Copperwynd Financial in Scottsdale, Arizona. Prior to joining Copperwynd Financial, Deborah has worked for a number of financial institutions including BBVA Securities Inc., State Farm VP Management Corp., and Southern Farm Bureau Fund Distributor, Inc. Deborah has experience working with high-net-worth individuals, corporations, individuals, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
10/28/2024 - Present
Copperwynd Financial (SCOTTSDALE AZ)
TX
08/17/2015 - 09/01/2016
BBVA SECURITIES INC. (TEMPLE TX)
TX
09/06/2006 - 01/24/2014
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
MS
06/12/2000 - 09/29/2005
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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