Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Kay Williams is a financial advisor at Janney Montgomery Scott LLC, a firm that has approximately $1 billion - $10 billion in assets under management. Deborah Kay Williams has been in the financial industry since May 3, 2004. Prior to joining Janney Montgomery Scott LLC, Deborah Kay Williams was employed at EDWARD JONES and STATE FARM VP MANAGEMENT CORP.. Deborah Kay Williams holds Series 6, 7 and 66 securities licenses. Deborah Kay Williams is also registered as an investment advisor representative in several states including Ohio, Arizona, Arkansas, California, Colorado, Florida, Indiana, Kansas, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. Deborah Kay Williams provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
10/24/2024 - Present
Janney Montgomery Scott LLC (Mansfield OH)
OH
02/06/2007 - 09/13/2016
EDWARD JONES (ONTARIO OH)
IL
04/30/2004 - 02/01/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 04/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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