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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Arlene Dehoff is a financial advisor with United Capital Financial Advisors. Deborah has been in the financial industry for over 25 years and has a wealth of experience advising individuals and families on their financial goals. Deborah holds a Series 63, 65, 7 and 24 licenses and is also a Certified Financial Planner. Deborah's previous experience includes working at Harbour Investments, Inc., Cambridge Investment Research, Inc., and Mutual Service Corporation. Deborah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Sub-adviser for other investment advisers
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
IN
03/16/2021 - Present
United Capital Financial Advisors (ELKHART IN)
IN
09/28/2012 - 10/03/2016
HARBOUR INVESTMENTS, INC. (ELKHART IN)
IN
08/20/2009 - 10/22/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (ELKHART IN)
IN
02/20/2004 - 08/20/2009
MUTUAL SERVICE CORPORATION (ELKHART IN)
MO
02/05/2001 - 03/19/2004
EDWARD JONES (ST. LOUIS MO)
OH
05/14/1999 - 05/16/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
10/14/1992 - 03/03/1995
SOCIETY INVESTMENTS, INC.
IA
Issued 03/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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