Unclaimed
Deborah Catherine Boutinen is a financial advisor who has been in the industry since 1982. Deborah is currently registered with UBS Financial Services Inc., and previously worked with PIPER JAFFRAY & CO.. Deborah has a strong background in financial planning and has a wide range of experience in the industry. Deborah holds the Series 7 and SIE licenses, and has been registered in 21 states. Deborah's specializations include Financial Planning, Portfolio Management, and Retirement 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.
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.
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.
See schedule d - miscellaneous
1
2
OR
08/12/2006 - Present
UBS Financial Services Inc. (LAKE OSWEGO OR)
OR
02/25/1982 - 08/12/2006
PIPER JAFFRAY & CO. (PORTLAND OR)
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Deborah Boutinen is the right advisor for you? Invested Better is here to help.