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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 Kipp Cundiff is a financial advisor associated with Prosperity Capital Advisors. Deborah has been in the securities industry since March 9, 2013 and is currently registered as an Investment Advisor Representative in Indiana and Illinois. Deborah has experience in offering fixed insurance products, and spends approximately 10 hours per week on this activity during trading hours. Deborah also has experience with financial planning, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for 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.
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.
1
2
IN
06/06/2017 - Present
Prosperity Capital Advisors (Schererville IN)
IN
05/25/2017 - 11/02/2020
MERCAP SECURITIES, LLC (SCHERERVILLE IN)
MO
08/17/2015 - 10/28/2015
EDWARD JONES (ST. LOUIS MO)
NJ
03/20/1997 - 07/10/1998
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NY
05/11/1994 - 01/20/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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