Unclaimed
Deborah Joan Littlefield is a financial advisor associated with Raymond James Financial Services Advisors, Inc. located in Beverly, MA. Deborah has been in the financial services industry since 1985 and has earned licenses in both Massachusetts and Vermont. Deborah’s career experience includes working at Robert Thomas Securities, Inc. and MacLaren Securities, Inc.. Deborah is able to offer financial advice and services for individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
07/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (BEVERLY MA)
FL
05/21/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MA
10/28/1994 - 05/29/1997
MACLAREN SECURITIES, INC. (MARBLEHEAD MA)
FL
01/09/1986 - 11/12/1992
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
11/20/1985 - 01/31/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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