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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 Hines is an investment advisor representative with Raymond James & Associates, Inc. Deborah has been in the financial services industry since 1997. She has worked for multiple financial institutions including Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc, CitiCorp Investment Services, John Nuveen & Co., Incorporated, and CitiCorp Investment Services. Deborah's areas of expertise include providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
06/10/2024 - Present
Raymond James & Associates, Inc. (ROLLING HILLS ESTATES CA)
CA
11/03/2009 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)
IL
05/29/2007 - 12/01/2009
CITIGROUP GLOBAL MARKETS INC. (ELMHURST IL)
IL
12/17/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (OAK BROOK IL)
IL
07/02/1999 - 06/22/2000
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
NY
02/13/1995 - 09/08/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 10/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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