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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 Greenberg is an investment advisor representative associated with Osaic Wealth, Inc. Deborah has been in the financial services industry for over 23 years and has experience in providing financial planning, portfolio management, and pension consulting services. Deborah specializes in providing advice to high-net-worth individuals, corporations, and charitable organizations. Deborah has been registered with the state of California since 9/1/2023. She is also licensed to sell investment company products and variable contracts. Deborah has passed the Series 6, Series 63, and SIE exams. Deborah is a valuable resource for individuals and organizations seeking to achieve their financial goals.
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.
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.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (VISTA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VISTA CA)
AZ
05/26/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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