Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah James is a financial advisor with over 27 years of experience in the financial services industry. Deborah has a wide range of experience, having previously worked for Signator Investors, Inc., Signator Financial Services, Inc., J.W. Cole Financial, Inc., Valic Financial Advisors, Inc., and The Variable Annuity Marketing Company. Deborah holds a Series 6, Series 7, and Series 63 license, and is a Certified Financial Planner. Deborah currently works for Lincoln Investment and Capital Analysts.
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.
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.
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2
FL
03/14/2016 - Present
Lincoln Investment (Tallahassee FL)
FL
12/28/2015 - 03/14/2016
SIGNATOR INVESTORS, INC. (GAINESVILLE FL)
FL
12/17/2012 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (GAINESVILLE FL)
FL
07/20/2012 - 12/18/2012
J.W. COLE FINANCIAL, INC. (GAINESVILLE FL)
TX
09/30/1998 - 07/26/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/07/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 07/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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