Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Dematteo is a financial advisor with Wealth Enhancement Advisory Services, LLC. Deborah has been in the financial services industry since 1985. Deborah is registered with the states of Connecticut, Florida, Louisiana, New York, and Texas. Deborah holds the Series 6, 7, 22, 24, 27, 63 and SIE licenses. Deborah is a Certified Financial Planner. Deborah specializes in providing financial planning, pension consulting, and educational seminars. Deborah also provides investment management services for individuals and businesses. Deborah has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Deborah is also an ERISA 3(38) Investment Manager. Deborah is committed to providing her clients with the highest quality financial advice and service.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/03/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
11/16/2007 - 08/27/2019
PURSHE KAPLAN STERLING INVESTMENTS (GOSHEN NY)
NY
08/23/1990 - 11/15/2007
SECURITIES AMERICA, INC. (GOSHEN NY)
NA
07/09/1986 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
05/31/1985 - 07/14/1986
FIRST ASSOCIATED FINANCIAL GROUP, LTD.
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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