Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Stump is an investment advisor representative with Planmember Securities Corp., working in the Grandville, Michigan office. Deborah has been in the industry since 2023 and specializes in retirement planning and financial services. Deborah holds Series 63, 65, and 6TO licenses as well as the SIE designation. She currently serves as a representative for Williams & Co dba Williams and Company Financial Services, Michigan Association of Retired School Personnel(MARSP-RPS), and Ingham Intermediate School District.
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.
Provides investment supervisory services
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
08/06/2024 - Present
Planmember Securities Corp. (Carpinteria CA)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Deborah Stump is the right advisor for you? Invested Better is here to help.
