Unclaimed
Deborah Gersell is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Deborah has been in the financial industry since 1987 and has experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Deborah holds the Series 63, SIE, and Series 7 licenses. Deborah's current office location is 111 S LEROY ST, STE 201, FENTON, MI.
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.
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.
Investment consulting services to institutional clients
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
MI
10/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (FENTON MI)
MI
07/02/2004 - 11/11/2021
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
04/29/1987 - 07/07/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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