Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Del Lewis is a financial advisor with over 30 years of experience in the industry. Deborah has a strong background in financial planning and portfolio management, and holds a Series 7, Series 63, and Series 65 licenses. Deborah is currently registered as a broker-dealer representative and investment advisor representative with Osaic Wealth, Inc., and has previously worked with firms such as TRIAD ADVISORS LLC and MORGAN KEEGAN & COMPANY, INC. Deborah's experience and qualifications make her a valuable resource for clients seeking financial advice.
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.
A percentage of the total value of assets under management is charged.
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2
GA
08/23/2024 - Present
Osaic Wealth, Inc. (BLUE RIDGE GA)
GA
05/25/2012 - 08/23/2024
TRIAD ADVISORS LLC (BLUE RIDGE GA)
GA
12/23/2009 - 05/29/2012
MORGAN KEEGAN & COMPANY, INC. (BLUE RIDGE GA)
GA
12/08/2000 - 12/03/2009
MORGAN KEEGAN & COMPANY, INC. (BLUE RIDGE GA)
NY
06/09/1995 - 12/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 06/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
09/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/22/1986 - 08/31/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 05/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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