Unclaimed
Deborah Jennifer Severn is a financial advisor with over 15 years of experience in the industry. Deborah is currently registered with LPL Financial LLC, where she has been a registered representative since January 2019. Deborah holds a Series 66, Series 7 and SIE license and is licensed in 15 states including: California, Arizona, Arkansas, Colorado, Idaho, Illinois, Minnesota, Missouri, Ohio, Oregon, Vermont, Virginia, Wisconsin, and Wyoming. Prior to joining LPL Financial LLC, Deborah was employed with Waddell & Reed, Inc. and Financial Network Investment Corporation.
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.
Consulting and other non-discretionary advisory 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
01/22/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
11/15/2013 - 01/28/2019
WADDELL & REED (SAN DIEGO CA)
CA
05/02/2012 - 07/10/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN DIEGO CA)
CA
05/25/2004 - 08/30/2011
WADDELL & REED, INC. (SAN DIEGO CA)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Deborah Severn is the right advisor for you? Invested Better is here to help.