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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 Simonds is a financial advisor at Edelman Financial Engines. Deborah has been working in the financial industry since 2016 and has a Series 7, Series 63, and Series 65 license. Deborah is registered to provide investment advice in Arizona and Texas. Deborah specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
10/02/2023 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
08/31/2016 - 01/06/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 09/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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