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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 McKellar is a financial advisor who has been in the industry since 1984. She is currently registered with Ameriprise Financial Services, LLC and has offices in San Jose and Cupertino, CA. Deborah McKellar's experience includes working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and retirement plans. Her experience spans across both insurance and financial services, and she currently holds Series 3, 6, 7, 31, 63, and 65 licenses. Deborah McKellar's primary focus is financial planning, portfolio management, and asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/05/2009 - Present
Ameriprise Financial Services, LLC (San Jose CA)
CA
09/29/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CAMPBELL CA)
NY
05/22/1986 - 12/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/24/1983 - 06/06/1986
PRUCO SECURITIES CORPORATION
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1991
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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