Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Trouw is a financial advisor with Kestra Advisory Services, LLC in Santa Fe, NM. Deborah has been in the industry since February 2007. Deborah is a Certified Financial Planner and holds the Series 7 and 66 licenses. Deborah offers financial planning, portfolio management for businesses and individuals, and selection of other advisors. She is a registered investment advisor in New Mexico and Texas.
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.
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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NM
07/27/2023 - Present
Kestra Advisory Services, LLC (Santa Fe NM)
NM
02/26/2007 - 03/18/2021
WADDELL & REED (SANTA FE NM)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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